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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 | $50,161 | $72,486-30.8% | $87,103-42.4% | $72,976-31.3% |
| Participation rate | 88.2% | 72.8%+15.4pp | 76.9%+11.4pp | 69.5%+18.7pp |
| Annual return | 20.52% | 24.46%-3.9pp | 28.19%-7.7pp | 81.02%-60.5pp |
| Employer contribution / active EE | $1,543 | $1,894-18.5% | $2,521-38.8% | $2,440-36.8% |
| Participant deferral / active EE | $2,161 | $3,270-33.9% | $4,049-46.6% | $3,608-40.1% |
| Admin fee / account holder | $1,503 | $5,055-70.3% | $7,491-79.9% | $5,124-70.7% |