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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 | $47,679 | $55,457-14.0% | $77,361-38.4% | $94,015-49.3% |
| Participation rate | 80.2% | 69.8%+10.4pp | 75.0%+5.3pp | 70.8%+9.4pp |
| Annual return | 11.20% | 15.57%-4.4pp | 1011.54%-1000.3pp | 17.84%-6.6pp |
| Employer contribution / active EE | $793 | $2,255-64.8% | $2,990-73.5% | $2,790-71.6% |
| Participant deferral / active EE | $1,957 | $3,069-36.3% | $3,911-50.0% | $4,249-54.0% |
| Admin fee / account holder | $9,622 | $4,334+122.0% | $5,894+63.3% | $8,951+7.5% |