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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 | $58,664 | $65,034-9.8% | $90,970-35.5% | $79,856-26.5% |
| Participation rate | 79.3% | 61.6%+17.7pp | 69.0%+10.3pp | 69.6%+9.7pp |
| Annual return | 17.30% | 30.45%-13.2pp | 134.60%-117.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,050 | $1,247+64.3% | $2,122-3.4% | $2,471-17.0% |
| Participant deferral / active EE | $1,892 | $2,512-24.7% | $3,373-43.9% | $3,741-49.4% |
| Admin fee / account holder | $2,474 | $4,536-45.5% | $5,961-58.5% | $5,306-53.4% |