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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 | $49,994 | $64,311-22.3% | $57,356-12.8% | $125,389-60.1% |
| Participation rate | 95.2% | 78.6%+16.6pp | 75.1%+20.2pp | 83.2%+12.0pp |
| Annual return | 1.90% | 25.14%-23.2pp | 24.41%-22.5pp | 282.24%-280.3pp |
| Employer contribution / active EE | $1,242 | $3,193-61.1% | $2,689-53.8% | $4,866-74.5% |
| Participant deferral / active EE | $4,350 | $3,846+13.1% | $3,162+37.6% | $5,352-18.7% |
| Admin fee / account holder | $868 | $5,243-83.4% | $3,357-74.1% | $9,541-90.9% |