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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 | $49,170 | $69,977-29.7% | $108,582-54.7% | $62,881-21.8% |
| Participation rate | 97.1% | 72.9%+24.2pp | 79.6%+17.6pp | 69.3%+27.8pp |
| Annual return | 6.26% | 10.73%-4.5pp | -51.70%+58.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $4,736 | $2,135+121.8% | $3,758+26.0% | $2,281+107.6% |
| Participant deferral / active EE | $3,427 | $3,165+8.3% | $4,311-20.5% | $3,203+7.0% |
| Admin fee / account holder | $809 | $5,076-84.1% | $7,645-89.4% | $4,296-81.2% |