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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 | $50,179 | $88,672-43.4% | $105,223-52.3% | $82,448-39.1% |
| Participation rate | 86.4% | 67.9%+18.4pp | 75.0%+11.3pp | 68.1%+18.3pp |
| Annual return | 26.76% | 30.86%-4.1pp | 180.65%-153.9pp | 41.64%-14.9pp |
| Employer contribution / active EE | $1,078 | $3,048-64.6% | $3,689-70.8% | $2,551-57.7% |
| Participant deferral / active EE | $3,875 | $4,036-4.0% | $5,072-23.6% | $4,139-6.4% |
| Admin fee / account holder | $5,305 | $7,146-25.8% | $8,859-40.1% | $7,234-26.7% |