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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 | $49,452 | $81,208-39.1% | $98,920-50.0% | $79,856-38.1% |
| Participation rate | 90.9% | 72.5%+18.4pp | 76.0%+14.9pp | 69.6%+21.3pp |
| Annual return | 11.90% | 60.99%-49.1pp | 196.47%-184.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,618 | $1,960+33.6% | $2,689-2.6% | $2,471+6.0% |
| Participant deferral / active EE | $2,256 | $3,265-30.9% | $4,245-46.8% | $3,741-39.7% |
| Admin fee / account holder | $3,805 | $6,013-36.7% | $6,643-42.7% | $5,306-28.3% |