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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 | $49,132 | $95,406-48.5% | $185,849-73.6% | $85,847-42.8% |
| Participation rate | 71.4% | 68.8%+2.7pp | 81.7%-10.3pp | 69.3%+2.1pp |
| Annual return | 19.20% | 23.59%-4.4pp | 122.10%-102.9pp | 318.61%-299.4pp |
| Employer contribution / active EE | $1,073 | $3,314-67.6% | $5,169-79.2% | $2,565-58.2% |
| Participant deferral / active EE | $2,587 | $3,424-24.4% | $5,569-53.5% | $3,952-34.5% |
| Admin fee / account holder | $2,359 | $7,214-67.3% | $16,244-85.5% | $6,261-62.3% |