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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 | $55,024 | $81,208-32.2% | $98,920-44.4% | $79,856-31.1% |
| Participation rate | 93.7% | 72.5%+21.1pp | 76.0%+17.6pp | 69.6%+24.0pp |
| Annual return | 18.57% | 60.99%-42.4pp | 196.47%-177.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,921 | $1,960-2.0% | $2,689-28.6% | $2,471-22.3% |
| Participant deferral / active EE | $2,338 | $3,265-28.4% | $4,245-44.9% | $3,741-37.5% |
| Admin fee / account holder | $2,039 | $6,013-66.1% | $6,643-69.3% | $5,306-61.6% |