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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 | $47,028 | $99,032-52.5% | $80,022-41.2% | $135,380-65.3% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | 6.52% | 15.39%-8.9pp | 11.22%-4.7pp | 519.81%-513.3pp |
| Employer contribution / active EE | $1,063 | $3,043-65.1% | $2,468-56.9% | $4,779-77.7% |
| Participant deferral / active EE | $3,018 | $4,282-29.5% | $3,686-18.1% | $5,609-46.2% |
| Admin fee / account holder | $853 | $10,436-91.8% | $6,521-86.9% | $10,828-92.1% |