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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 | $89,259-43.8% | $107,187-53.2% | $82,637-39.3% |
| Participation rate | 86.4% | 67.9%+18.4pp | 75.0%+11.3pp | 68.1%+18.3pp |
| Annual return | 26.76% | 21.02%+5.7pp | 204.55%-177.8pp | 53.51%-26.7pp |
| Employer contribution / active EE | $1,078 | $3,080-65.0% | $3,782-71.5% | $2,552-57.8% |
| Participant deferral / active EE | $3,875 | $4,037-4.0% | $5,096-24.0% | $4,126-6.1% |
| Admin fee / account holder | $5,305 | $7,381-28.1% | $9,162-42.1% | $7,339-27.7% |