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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 | $49,049 | $53,774-8.8% | $134,162-63.4% | $79,852-38.6% |
| Participation rate | 90.3% | 58.8%+31.5pp | 72.2%+18.1pp | 69.6%+20.6pp |
| Annual return | 20.59% | 19.01%+1.6pp | 36.35%-15.8pp | 31.72%-11.1pp |
| Employer contribution / active EE | $1,042 | $1,322-21.2% | $3,705-71.9% | $2,471-57.8% |
| Participant deferral / active EE | $4,122 | $2,420+70.4% | $3,500+17.8% | $3,740+10.2% |
| Admin fee / account holder | $1,996 | $3,985-49.9% | $6,685-70.1% | $5,306-62.4% |