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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 | $56,039 | $77,638-27.8% | $156,551-64.2% | $62,881-10.9% |
| Participation rate | 79.1% | 71.2%+7.9pp | 84.0%-4.9pp | 69.3%+9.8pp |
| Annual return | 5.28% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,049 | $3,444-69.6% | $5,501-80.9% | $2,281-54.0% |
| Participant deferral / active EE | $1,578 | $3,046-48.2% | $4,871-67.6% | $3,203-50.7% |
| Admin fee / account holder | $1,017 | $5,561-81.7% | $13,028-92.2% | $4,296-76.3% |