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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 | $52,422 | $106,280-50.7% | $96,538-45.7% | $139,487-62.4% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 17.03% | 38.48%-21.4pp | 35.74%-18.7pp | 373.84%-356.8pp |
| Employer contribution / active EE | $2,668 | $4,107-35.0% | $3,740-28.7% | $4,755-43.9% |
| Participant deferral / active EE | $3,950 | $5,457-27.6% | $4,880-19.1% | $6,713-41.2% |
| Admin fee / account holder | $1,683 | $7,888-78.7% | $6,737-75.0% | $11,407-85.2% |