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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 | $44,602 | $88,672-49.7% | $105,223-57.6% | $82,448-45.9% |
| Participation rate | 80.9% | 67.9%+12.9pp | 75.0%+5.8pp | 68.1%+12.8pp |
| Annual return | 19.58% | 30.86%-11.3pp | 180.65%-161.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $2,355 | $3,048-22.7% | $3,689-36.1% | $2,551-7.7% |
| Participant deferral / active EE | $3,615 | $4,036-10.4% | $5,072-28.7% | $4,139-12.7% |
| Admin fee / account holder | $3,030 | $7,146-57.6% | $8,859-65.8% | $7,234-58.1% |