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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 | $50,768 | $72,269-29.8% | $101,271-49.9% | $79,852-36.4% |
| Participation rate | 88.2% | 68.5%+19.8pp | 75.8%+12.4pp | 69.6%+18.6pp |
| Annual return | 19.81% | 22.29%-2.5pp | 46.48%-26.7pp | 31.72%-11.9pp |
| Employer contribution / active EE | $1,473 | $2,692-45.3% | $3,660-59.8% | $2,471-40.4% |
| Participant deferral / active EE | $2,051 | $3,282-37.5% | $4,371-53.1% | $3,740-45.2% |
| Admin fee / account holder | $1,074 | $4,401-75.6% | $5,948-81.9% | $5,306-79.8% |