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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 | $61,751 | $84,236-26.7% | $170,435-63.8% | $70,126-11.9% |
| Participation rate | 83.7% | 70.8%+12.8pp | 83.6%+0.1pp | 69.5%+14.1pp |
| Annual return | 16.28% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $1,313 | $3,387-61.2% | $5,432-75.8% | $2,343-44.0% |
| Participant deferral / active EE | $1,654 | $3,086-46.4% | $4,939-66.5% | $3,332-50.3% |
| Admin fee / account holder | $1,693 | $5,698-70.3% | $13,881-87.8% | $4,645-63.6% |