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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 | $51,188 | $88,672-42.3% | $105,223-51.4% | $82,448-37.9% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 22.25% | 30.86%-8.6pp | 180.65%-158.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,525 | $3,048-50.0% | $3,689-58.6% | $2,551-40.2% |
| Participant deferral / active EE | $5,048 | $4,036+25.1% | $5,072-0.5% | $4,139+22.0% |
| Admin fee / account holder | $5,076 | $7,146-29.0% | $8,859-42.7% | $7,234-29.8% |