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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 | $48,156 | $91,167-47.2% | $178,498-73.0% | $79,858-39.7% |
| Participation rate | 90.8% | 69.2%+21.6pp | 81.9%+8.8pp | 69.6%+21.1pp |
| Annual return | 11.33% | 24.19%-12.9pp | 151.09%-139.8pp | 31.72%-20.4pp |
| Employer contribution / active EE | $1,911 | $3,255-41.3% | $5,011-61.9% | $2,471-22.7% |
| Participant deferral / active EE | $2,223 | $3,236-31.3% | $5,202-57.3% | $3,740-40.6% |
| Admin fee / account holder | $2,315 | $6,747-65.7% | $13,985-83.4% | $5,306-56.4% |