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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 | $54,871 | $91,167-39.8% | $178,498-69.3% | $79,858-31.3% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 10.93% | 24.19%-13.3pp | 151.09%-140.2pp | 31.72%-20.8pp |
| Employer contribution / active EE | $1,051 | $3,255-67.7% | $5,011-79.0% | $2,471-57.5% |
| Participant deferral / active EE | $2,309 | $3,236-28.7% | $5,202-55.6% | $3,740-38.3% |
| Admin fee / account holder | $988 | $6,747-85.4% | $13,985-92.9% | $5,306-81.4% |