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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 | $48,806 | $91,559-46.7% | $133,971-63.6% | $79,852-38.9% |
| Participation rate | 76.1% | 73.3%+2.7pp | 79.8%-3.8pp | 69.6%+6.4pp |
| Annual return | 25.00% | 61.85%-36.8pp | 45.09%-20.1pp | 31.72%-6.7pp |
| Employer contribution / active EE | $779 | $2,384-67.3% | $3,919-80.1% | $2,471-68.5% |
| Participant deferral / active EE | $2,030 | $3,734-45.6% | $5,047-59.8% | $3,740-45.7% |
| Admin fee / account holder | $1,484 | $6,321-76.5% | $8,929-83.4% | $5,306-72.0% |