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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 | $45,050 | $91,167-50.6% | $178,498-74.8% | $79,858-43.6% |
| Participation rate | 82.4% | 69.2%+13.2pp | 81.9%+0.5pp | 69.6%+12.8pp |
| Annual return | 14.67% | 24.19%-9.5pp | 151.09%-136.4pp | 31.72%-17.1pp |
| Employer contribution / active EE | $2,146 | $3,255-34.1% | $5,011-57.2% | $2,471-13.1% |
| Participant deferral / active EE | $1,274 | $3,236-60.6% | $5,202-75.5% | $3,740-65.9% |
| Admin fee / account holder | $2,692 | $6,747-60.1% | $13,985-80.8% | $5,306-49.3% |