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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 | $49,067 | $162,812-69.9% | $133,971-63.4% | $158,966-69.1% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 15.42% | 41.94%-26.5pp | 45.09%-29.7pp | 302.95%-287.5pp |
| Employer contribution / active EE | $1,716 | $4,976-65.5% | $3,919-56.2% | $4,762-64.0% |
| Participant deferral / active EE | $4,868 | $5,910-17.6% | $5,047-3.5% | $5,983-18.6% |
| Admin fee / account holder | $3,165 | $11,741-73.0% | $8,929-64.5% | $11,250-71.9% |