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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 | $51,204 | $61,125-16.2% | $94,057-45.6% | $87,485-41.5% |
| Participation rate | 80.2% | 64.1%+16.2pp | 73.3%+6.9pp | 68.9%+11.3pp |
| Annual return | 14.29% | 35.20%-20.9pp | 480.62%-466.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,321 | $2,136-38.2% | $2,933-55.0% | $2,596-49.1% |
| Participant deferral / active EE | $2,859 | $3,260-12.3% | $4,709-39.3% | $4,274-33.1% |
| Admin fee / account holder | $4,948 | $5,629-12.1% | $7,244-31.7% | $7,775-36.4% |