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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 | $50,126 | $70,418-28.8% | $96,570-48.1% | $85,847-41.6% |
| Participation rate | 90.9% | 61.8%+29.1pp | 69.8%+21.1pp | 69.3%+21.6pp |
| Annual return | 18.40% | 18.59%-0.2pp | 37.79%-19.4pp | 318.61%-300.2pp |
| Employer contribution / active EE | $1,563 | $1,413+10.6% | $2,357-33.7% | $2,565-39.1% |
| Participant deferral / active EE | $1,320 | $2,894-54.4% | $3,849-65.7% | $3,952-66.6% |
| Admin fee / account holder | $3,128 | $4,995-37.4% | $6,182-49.4% | $6,261-50.0% |