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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 | $124,980-64.9% | $108,359-59.5% | $154,746-71.7% |
| Participation rate | 88.2% | 75.2%+13.1pp | 70.1%+18.1pp | 80.7%+7.5pp |
| Annual return | 23.25% | 45.00%-21.7pp | 36.89%-13.6pp | 172.34%-149.1pp |
| Employer contribution / active EE | $1,219 | $2,851-57.2% | $2,399-49.2% | $4,379-72.2% |
| Participant deferral / active EE | $21,989 | $4,743+363.6% | $4,137+431.5% | $6,730+226.7% |
| Admin fee / account holder | $1,920 | $11,502-83.3% | $9,741-80.3% | $14,365-86.6% |