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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 | $106,749-55.4% | $145,433-67.3% | $82,448-42.3% |
| Participation rate | 88.4% | 75.6%+12.7pp | 82.1%+6.3pp | 68.1%+20.3pp |
| Annual return | 20.44% | 27.59%-7.2pp | 66.58%-46.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $2,038 | $3,444-40.8% | $4,554-55.2% | $2,551-20.1% |
| Participant deferral / active EE | $8,544 | $6,519+31.1% | $7,897+8.2% | $4,139+106.4% |
| Admin fee / account holder | $934 | $8,390-88.9% | $13,129-92.9% | $7,234-87.1% |