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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 | $46,596 | $75,807-38.5% | $116,096-59.9% | $86,983-46.4% |
| Participation rate | 92.1% | 66.9%+25.2pp | 73.3%+18.8pp | 69.5%+22.6pp |
| Annual return | 16.48% | 18.57%-2.1pp | 326.25%-309.8pp | 25.83%-9.4pp |
| Employer contribution / active EE | $1,533 | $1,892-19.0% | $2,503-38.8% | $2,584-40.7% |
| Participant deferral / active EE | $2,035 | $3,212-36.6% | $3,952-48.5% | $4,194-51.5% |
| Admin fee / account holder | $5,533 | $6,659-16.9% | $7,704-28.2% | $7,856-29.6% |