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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 | $97,648-51.3% | $121,663-60.9% | $87,485-45.7% |
| Participation rate | 73.1% | 70.5%+2.6pp | 74.5%-1.4pp | 68.9%+4.1pp |
| Annual return | 14.02% | 18.03%-4.0pp | 147.54%-133.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,219 | $2,300-47.0% | $3,020-59.6% | $2,596-53.1% |
| Participant deferral / active EE | $3,704 | $3,923-5.6% | $4,887-24.2% | $4,274-13.3% |
| Admin fee / account holder | $984 | $11,100-91.1% | $14,289-93.1% | $7,775-87.3% |