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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 | $45,744 | $48,011-4.7% | $63,803-28.3% | $82,637-44.6% |
| Participation rate | 92.6% | 66.6%+26.0pp | 72.7%+19.9pp | 68.1%+24.5pp |
| Annual return | 20.95% | 19.84%+1.1pp | 543.72%-522.8pp | 53.51%-32.6pp |
| Employer contribution / active EE | $2,176 | $1,904+14.3% | $2,532-14.1% | $2,552-14.7% |
| Participant deferral / active EE | $7,232 | $2,846+154.1% | $3,843+88.2% | $4,126+75.3% |
| Admin fee / account holder | $525 | $3,873-86.5% | $5,196-89.9% | $7,339-92.9% |