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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 | $45,170 | $102,422-55.9% | $147,117-69.3% | $80,959-44.2% |
| Participation rate | 94.0% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 19.45% | 135.16%-115.7pp | 420.54%-401.1pp | 35.67%-16.2pp |
| Employer contribution / active EE | $2,304 | $3,717-38.0% | $4,932-53.3% | $2,757-16.4% |
| Participant deferral / active EE | $5,308 | $6,652-20.2% | $8,065-34.2% | $4,300+23.4% |
| Admin fee / account holder | $2,519 | $7,953-68.3% | $12,993-80.6% | $6,925-63.6% |