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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 | $48,437 | $95,406-49.2% | $185,849-73.9% | $85,847-43.6% |
| Participation rate | 96.2% | 68.8%+27.5pp | 81.7%+14.5pp | 69.3%+26.9pp |
| Annual return | 18.74% | 23.59%-4.8pp | 122.10%-103.4pp | 318.61%-299.9pp |
| Employer contribution / active EE | $1,001 | $3,314-69.8% | $5,169-80.6% | $2,565-61.0% |
| Participant deferral / active EE | $3,425 | $3,4240% | $5,569-38.5% | $3,952-13.4% |
| Admin fee / account holder | $3,919 | $7,214-45.7% | $16,244-75.9% | $6,261-37.4% |