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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 | $46,952 | $81,358-42.3% | $155,556-69.8% | $80,959-42.0% |
| Participation rate | 90.2% | 66.3%+24.0pp | 78.2%+12.0pp | 67.7%+22.6pp |
| Annual return | 14.07% | 33.39%-19.3pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,199 | $3,106-29.2% | $4,675-53.0% | $2,757-20.2% |
| Participant deferral / active EE | $5,438 | $3,455+57.4% | $5,631-3.4% | $4,300+26.4% |
| Admin fee / account holder | $437 | $7,994-94.5% | $15,885-97.2% | $6,925-93.7% |