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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,423 | $35,183+31.9% | $73,550-36.9% | $70,126-33.8% |
| Participation rate | 90.9% | 42.9%+48.0pp | 54.9%+36.0pp | 69.5%+21.4pp |
| Annual return | 14.15% | 26.90%-12.8pp | -15.16%+29.3pp | 73.15%-59.0pp |
| Employer contribution / active EE | $892 | $709+25.9% | $1,219-26.8% | $2,343-61.9% |
| Participant deferral / active EE | $2,833 | $1,220+132.3% | $1,804+57.0% | $3,332-15.0% |
| Admin fee / account holder | $660 | $2,302-71.3% | $2,320-71.5% | $4,645-85.8% |