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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 | $48,947 | $107,421-54.4% | $182,262-73.1% | $94,015-47.9% |
| Participation rate | 75.9% | 77.8%-1.9pp | 84.2%-8.4pp | 70.8%+5.0pp |
| Annual return | 23.74% | 21.32%+2.4pp | 140.60%-116.9pp | 17.84%+5.9pp |
| Employer contribution / active EE | $2,873 | $3,448-16.7% | $5,046-43.1% | $2,790+3.0% |
| Participant deferral / active EE | $10,091 | $6,558+53.9% | $8,276+21.9% | $4,249+137.5% |
| Admin fee / account holder | $880 | $8,692-89.9% | $16,712-94.7% | $8,951-90.2% |