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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 | $50,151 | $56,110-10.6% | $94,993-47.2% | $70,126-28.5% |
| Participation rate | 91.1% | 65.0%+26.1pp | 73.9%+17.3pp | 69.5%+21.6pp |
| Annual return | 13.55% | 51.02%-37.5pp | 27.14%-13.6pp | 73.15%-59.6pp |
| Employer contribution / active EE | $715 | $1,442-50.4% | $2,603-72.5% | $2,343-69.5% |
| Participant deferral / active EE | $2,144 | $2,391-10.3% | $3,317-35.3% | $3,332-35.6% |
| Admin fee / account holder | $1,810 | $3,456-47.6% | $4,960-63.5% | $4,645-61.0% |