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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 | $55,125 | $78,682-29.9% | $109,188-49.5% | $85,851-35.8% |
| Participation rate | 88.1% | 68.3%+19.8pp | 75.9%+12.2pp | 69.3%+18.7pp |
| Annual return | 13.15% | 25.09%-11.9pp | 25.76%-12.6pp | 318.63%-305.5pp |
| Employer contribution / active EE | $1,249 | $2,734-54.3% | $3,723-66.5% | $2,565-51.3% |
| Participant deferral / active EE | $2,548 | $3,468-26.5% | $4,654-45.2% | $3,952-35.5% |
| Admin fee / account holder | $1,579 | $5,470-71.1% | $6,755-76.6% | $6,261-74.8% |