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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 | $52,298 | $117,829-55.6% | $102,423-48.9% | $145,877-64.1% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 12.81% | 31.83%-19.0pp | 29.42%-16.6pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,282 | $3,615-64.5% | $3,023-57.6% | $4,663-72.5% |
| Participant deferral / active EE | $8,789 | $5,732+53.3% | $5,054+73.9% | $6,691+31.4% |
| Admin fee / account holder | $819 | $13,335-93.9% | $9,455-91.3% | $13,402-93.9% |