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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 | $52,541 | $78,705-33.2% | $117,857-55.4% | $70,131-25.1% |
| Participation rate | 96.0% | 73.2%+22.8pp | 79.7%+16.3pp | 69.5%+26.5pp |
| Annual return | 18.03% | 23.30%-5.3pp | 335.09%-317.1pp | 73.14%-55.1pp |
| Employer contribution / active EE | $501 | $2,223-77.5% | $3,786-86.8% | $2,342-78.6% |
| Participant deferral / active EE | $3,155 | $3,297-4.3% | $4,482-29.6% | $3,332-5.3% |
| Admin fee / account holder | $2,251 | $5,065-55.6% | $8,020-71.9% | $4,645-51.6% |