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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 | $43,056 | $55,457-22.4% | $77,361-44.3% | $94,015-54.2% |
| Participation rate | 81.4% | 69.8%+11.6pp | 75.0%+6.5pp | 70.8%+10.6pp |
| Annual return | 15.00% | 15.57%-0.6pp | 1011.54%-996.5pp | 17.84%-2.8pp |
| Employer contribution / active EE | $1,850 | $2,255-17.9% | $2,990-38.1% | $2,790-33.7% |
| Participant deferral / active EE | $5,898 | $3,069+92.1% | $3,911+50.8% | $4,249+38.8% |
| Admin fee / account holder | $581 | $4,334-86.6% | $5,894-90.1% | $8,951-93.5% |