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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 | $45,128 | $90,486-50.1% | $78,676-42.6% | $273,972-83.5% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 11.10% | 75.62%-64.5pp | 62.19%-51.1pp | 41.46%-30.4pp |
| Employer contribution / active EE | $1,149 | $3,175-63.8% | $2,850-59.7% | $4,869-76.4% |
| Participant deferral / active EE | $1,962 | $3,901-49.7% | $3,517-44.2% | $5,287-62.9% |
| Admin fee / account holder | $3,238 | $5,263-38.5% | $4,510-28.2% | $10,133-68.0% |