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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 | $45,684 | $48,364-5.5% | $71,796-36.4% | $62,881-27.3% |
| Participation rate | 80.7% | 60.6%+20.1pp | 69.1%+11.6pp | 69.3%+11.4pp |
| Annual return | 6.27% | 13.16%-6.9pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,614 | $1,042+246.9% | $1,924+87.8% | $2,281+58.4% |
| Participant deferral / active EE | $1,763 | $2,091-15.7% | $2,794-36.9% | $3,203-45.0% |
| Admin fee / account holder | $1,507 | $3,771-60.0% | $4,815-68.7% | $4,296-64.9% |