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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 | $50,473 | $98,776-48.9% | $149,745-66.3% | $79,856-36.8% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 14.97% | 27.38%-12.4pp | 276.72%-261.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,700 | $3,217-47.2% | $4,646-63.4% | $2,471-31.2% |
| Participant deferral / active EE | $2,956 | $5,681-48.0% | $6,843-56.8% | $3,741-21.0% |
| Admin fee / account holder | $1,869 | $6,053-69.1% | $9,312-79.9% | $5,306-64.8% |