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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 | $43,805 | $149,741-70.7% | $118,914-63.2% | $158,982-72.4% |
| Participation rate | 89.5% | 82.1%+7.4pp | 75.4%+14.1pp | 82.0%+7.5pp |
| Annual return | 11.82% | 19.94%-8.1pp | 35.89%-24.1pp | 302.99%-291.2pp |
| Employer contribution / active EE | $1,972 | $4,119-52.1% | $3,264-39.6% | $4,763-58.6% |
| Participant deferral / active EE | $4,260 | $5,226-18.5% | $4,266-0.1% | $5,983-28.8% |
| Admin fee / account holder | $1,492 | $8,607-82.7% | $6,582-77.3% | $11,252-86.7% |