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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 | $50,570 | $117,904-57.1% | $102,457-50.6% | $145,978-65.4% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 12.62% | 31.80%-19.2pp | 29.41%-16.8pp | 550.52%-537.9pp |
| Employer contribution / active EE | $1,960 | $3,613-45.8% | $3,022-35.2% | $4,662-58.0% |
| Participant deferral / active EE | $2,815 | $5,733-50.9% | $5,054-44.3% | $6,690-57.9% |
| Admin fee / account holder | $985 | $13,329-92.6% | $9,451-89.6% | $13,400-92.7% |