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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 | $47,543 | $94,031-49.4% | $115,768-58.9% | $82,448-42.3% |
| Participation rate | 73.1% | 70.4%+2.7pp | 74.4%-1.3pp | 68.1%+5.0pp |
| Annual return | 14.02% | 20.61%-6.6pp | 100.46%-86.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,219 | $2,323-47.5% | $2,940-58.5% | $2,551-52.2% |
| Participant deferral / active EE | $3,704 | $3,972-6.7% | $4,917-24.7% | $4,139-10.5% |
| Admin fee / account holder | $984 | $10,249-90.4% | $12,439-92.1% | $7,234-86.4% |