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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 | $49,046 | $62,592-21.6% | $85,709-42.8% | $85,847-42.9% |
| Participation rate | 81.5% | 61.1%+20.4pp | 69.9%+11.6pp | 69.3%+12.2pp |
| Annual return | 14.66% | 23.77%-9.1pp | 21.49%-6.8pp | 318.61%-303.9pp |
| Employer contribution / active EE | $1,499 | $1,755-14.6% | $2,619-42.7% | $2,565-41.5% |
| Participant deferral / active EE | $3,176 | $2,802+13.4% | $3,924-19.0% | $3,952-19.6% |
| Admin fee / account holder | $2,184 | $4,643-53.0% | $6,876-68.2% | $6,261-65.1% |