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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 | $48,430 | $80,763-40.0% | $102,412-52.7% | $74,459-35.0% |
| Participation rate | 91.2% | 65.7%+25.5pp | 74.5%+16.7pp | 67.2%+24.0pp |
| Annual return | 18.81% | 27.57%-8.8pp | 24.94%-6.1pp | 1369.70%-1350.9pp |
| Employer contribution / active EE | $1,872 | $3,160-40.7% | $3,870-51.6% | $2,626-28.7% |
| Participant deferral / active EE | $5,700 | $3,862+47.6% | $5,060+12.6% | $4,350+31.0% |
| Admin fee / account holder | $1,047 | $2,371-55.8% | $8,388-87.5% | $1,945-46.2% |