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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 | $48,484 | $77,908-37.8% | $149,696-67.6% | $75,173-35.5% |
| Participation rate | 93.5% | 65.6%+28.0pp | 78.8%+14.8pp | 67.2%+26.3pp |
| Annual return | 29.60% | 31.73%-2.1pp | 134.46%-104.9pp | 160.72%-131.1pp |
| Employer contribution / active EE | $2,076 | $3,138-33.8% | $4,821-56.9% | $2,671-22.3% |
| Participant deferral / active EE | $4,647 | $3,411+36.2% | $5,682-18.2% | $4,126+12.6% |
| Admin fee / account holder | $870 | $5,950-85.4% | $13,212-93.4% | $5,651-84.6% |