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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 | $54,334 | $83,369-34.8% | $105,223-48.4% | $67,986-20.1% |
| Participation rate | 84.0% | 56.3%+27.7pp | 75.0%+9.0pp | 57.2%+26.8pp |
| Annual return | 14.83% | 24.64%-9.8pp | 180.65%-165.8pp | 31.67%-16.8pp |
| Employer contribution / active EE | $1,560 | $2,541-38.6% | $3,689-57.7% | $2,019-22.7% |
| Participant deferral / active EE | $3,405 | $3,295+3.3% | $5,072-32.9% | $3,358+1.4% |
| Admin fee / account holder | $2,888 | $4,073-29.1% | $8,859-67.4% | $3,203-9.8% |