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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 | $55,859 | $68,681-18.7% | $86,615-35.5% | $85,847-34.9% |
| Participation rate | 87.9% | 66.4%+21.5pp | 71.6%+16.2pp | 69.3%+18.6pp |
| Annual return | 17.22% | 20.12%-2.9pp | 63.51%-46.3pp | 318.61%-301.4pp |
| Employer contribution / active EE | $1,308 | $1,880-30.4% | $2,496-47.6% | $2,565-49.0% |
| Participant deferral / active EE | $2,150 | $2,919-26.3% | $3,699-41.9% | $3,952-45.6% |
| Admin fee / account holder | $505 | $5,974-91.6% | $5,830-91.3% | $6,261-91.9% |