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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 | $47,559 | $107,421-55.7% | $182,262-73.9% | $94,015-49.4% |
| Participation rate | 88.4% | 77.8%+10.6pp | 84.2%+4.2pp | 70.8%+17.6pp |
| Annual return | 20.44% | 21.32%-0.9pp | 140.60%-120.2pp | 17.84%+2.6pp |
| Employer contribution / active EE | $2,038 | $3,448-40.9% | $5,046-59.6% | $2,790-26.9% |
| Participant deferral / active EE | $8,544 | $6,558+30.3% | $8,276+3.2% | $4,249+101.1% |
| Admin fee / account holder | $934 | $8,692-89.3% | $16,712-94.4% | $8,951-89.6% |