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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 | $60,053 | $78,707-23.7% | $117,861-49.0% | $70,126-14.4% |
| Participation rate | 84.9% | 73.2%+11.7pp | 79.7%+5.2pp | 69.5%+15.4pp |
| Annual return | 14.26% | 23.30%-9.0pp | 335.11%-320.8pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,853 | $2,223-16.7% | $3,786-51.1% | $2,343-20.9% |
| Participant deferral / active EE | $1,789 | $3,297-45.7% | $4,482-60.1% | $3,332-46.3% |
| Admin fee / account holder | $3,137 | $5,066-38.1% | $8,021-60.9% | $4,645-32.5% |