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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 | $45,318 | $47,848-5.3% | $81,473-44.4% | $70,124-35.4% |
| Participation rate | 92.7% | 58.3%+34.4pp | 68.0%+24.7pp | 69.5%+23.1pp |
| Annual return | 16.72% | 27.25%-10.5pp | 38.78%-22.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,859 | $1,527+218.2% | $2,568+89.2% | $2,342+107.4% |
| Participant deferral / active EE | $3,516 | $2,453+43.3% | $3,537-0.6% | $3,332+5.5% |
| Admin fee / account holder | $962 | $3,145-69.4% | $4,561-78.9% | $4,645-79.3% |