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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 | $48,518 | $96,731-49.8% | $123,973-60.9% | $86,983-44.2% |
| Participation rate | 92.9% | 70.0%+22.8pp | 76.7%+16.2pp | 69.5%+23.3pp |
| Annual return | 17.64% | 17.33%+0.3pp | 388.13%-370.5pp | 25.83%-8.2pp |
| Employer contribution / active EE | $1,907 | $3,297-42.2% | $4,126-53.8% | $2,584-26.2% |
| Participant deferral / active EE | $4,048 | $4,152-2.5% | $5,247-22.8% | $4,194-3.5% |
| Admin fee / account holder | $2,113 | $8,722-75.8% | $11,799-82.1% | $7,856-73.1% |