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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 | $123,155-64.4% | $108,753-59.7% | $155,188-71.7% |
| Participation rate | 88.2% | 75.6%+12.6pp | 71.1%+17.2pp | 80.8%+7.4pp |
| Annual return | 23.25% | 44.73%-21.5pp | 37.47%-14.2pp | 148.84%-125.6pp |
| Employer contribution / active EE | $1,219 | $2,811-56.6% | $2,427-49.8% | $4,248-71.3% |
| Participant deferral / active EE | $21,989 | $4,623+375.6% | $4,115+434.4% | $6,531+236.7% |
| Admin fee / account holder | $1,920 | $12,126-84.2% | $10,320-81.4% | $14,480-86.7% |