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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 | $50,182 | $63,346-20.8% | $92,240-45.6% | $70,126-28.4% |
| Participation rate | 76.4% | 68.7%+7.7pp | 76.5%-0.1pp | 69.5%+6.8pp |
| Annual return | 16.52% | 530.19%-513.7pp | 176.29%-159.8pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,223 | $2,471-50.5% | $3,680-66.8% | $2,343-47.8% |
| Participant deferral / active EE | $1,982 | $2,854-30.5% | $3,897-49.1% | $3,332-40.5% |
| Admin fee / account holder | $356 | $3,841-90.7% | $5,194-93.1% | $4,645-92.3% |