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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 | $56,869 | $68,880-17.4% | $120,580-52.8% | $80,959-29.8% |
| Participation rate | 86.3% | 61.7%+24.6pp | 72.0%+14.3pp | 67.7%+18.6pp |
| Annual return | 12.59% | 23.68%-11.1pp | 107.48%-94.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,897 | $2,066-8.2% | $3,469-45.3% | $2,757-31.2% |
| Participant deferral / active EE | $1,876 | $3,191-41.2% | $4,995-62.5% | $4,300-56.4% |
| Admin fee / account holder | $3,293 | $5,785-43.1% | $9,418-65.0% | $6,925-52.4% |