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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 | $55,361 | $65,034-14.9% | $90,970-39.1% | $79,856-30.7% |
| Participation rate | 90.7% | 61.6%+29.1pp | 69.0%+21.7pp | 69.6%+21.1pp |
| Annual return | 13.24% | 30.45%-17.2pp | 134.60%-121.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,020 | $1,247-18.2% | $2,122-51.9% | $2,471-58.7% |
| Participant deferral / active EE | $3,113 | $2,512+23.9% | $3,373-7.7% | $3,741-16.8% |
| Admin fee / account holder | $2,066 | $4,536-54.4% | $5,961-65.3% | $5,306-61.1% |