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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 | $49,783 | $87,733-43.3% | $106,554-53.3% | $85,851-42.0% |
| Participation rate | 82.0% | 71.9%+10.1pp | 76.1%+5.9pp | 69.3%+12.7pp |
| Annual return | 13.64% | 21.86%-8.2pp | 26.80%-13.2pp | 318.63%-305.0pp |
| Employer contribution / active EE | $1,340 | $2,073-35.4% | $2,819-52.5% | $2,565-47.8% |
| Participant deferral / active EE | $2,546 | $3,469-26.6% | $4,398-42.1% | $3,952-35.6% |
| Admin fee / account holder | $1,918 | $6,767-71.7% | $7,408-74.1% | $6,261-69.4% |