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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 | $48,910 | $55,457-11.8% | $77,361-36.8% | $94,015-48.0% |
| Participation rate | 84.2% | 69.8%+14.4pp | 75.0%+9.2pp | 70.8%+13.4pp |
| Annual return | 11.33% | 15.57%-4.2pp | 1011.54%-1000.2pp | 17.84%-6.5pp |
| Employer contribution / active EE | $1,041 | $2,255-53.8% | $2,990-65.2% | $2,790-62.7% |
| Participant deferral / active EE | $1,563 | $3,069-49.1% | $3,911-60.0% | $4,249-63.2% |
| Admin fee / account holder | $1,426 | $4,334-67.1% | $5,894-75.8% | $8,951-84.1% |