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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 | $48,460 | $91,167-46.8% | $178,498-72.9% | $79,858-39.3% |
| Participation rate | 90.6% | 69.2%+21.4pp | 81.9%+8.7pp | 69.6%+21.0pp |
| Annual return | 10.20% | 24.19%-14.0pp | 151.09%-140.9pp | 31.72%-21.5pp |
| Employer contribution / active EE | $2,102 | $3,255-35.4% | $5,011-58.1% | $2,471-14.9% |
| Participant deferral / active EE | $1,246 | $3,236-61.5% | $5,202-76.0% | $3,740-66.7% |
| Admin fee / account holder | $1,465 | $6,747-78.3% | $13,985-89.5% | $5,306-72.4% |