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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 | $43,850 | $112,729-61.1% | $98,716-55.6% | $137,256-68.1% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.3%+18.9pp | 80.0%+8.3pp |
| Annual return | 23.25% | 38.48%-15.2pp | 31.81%-8.6pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,219 | $2,725-55.3% | $2,279-46.5% | $4,156-70.7% |
| Participant deferral / active EE | $21,989 | $4,640+373.9% | $4,048+443.3% | $6,407+243.2% |
| Admin fee / account holder | $1,920 | $10,129-81.0% | $8,703-77.9% | $12,270-84.4% |