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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 | $52,332 | $68,573-23.7% | $120,368-56.5% | $80,874-35.3% |
| Participation rate | 83.6% | 61.6%+22.0pp | 71.9%+11.7pp | 67.6%+15.9pp |
| Annual return | 14.17% | 23.61%-9.4pp | 107.26%-93.1pp | 35.62%-21.4pp |
| Employer contribution / active EE | $2,048 | $2,052-0.2% | $3,465-40.9% | $2,756-25.7% |
| Participant deferral / active EE | $2,804 | $3,174-11.7% | $4,991-43.8% | $4,297-34.7% |
| Admin fee / account holder | $2,551 | $5,734-55.5% | $9,429-72.9% | $6,935-63.2% |