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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 | $55,482 | $89,259-37.8% | $107,187-48.2% | $82,637-32.9% |
| Participation rate | 95.7% | 67.9%+27.8pp | 75.0%+20.7pp | 68.1%+27.7pp |
| Annual return | 14.15% | 21.02%-6.9pp | 204.55%-190.4pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,550 | $3,080-49.7% | $3,782-59.0% | $2,552-39.3% |
| Participant deferral / active EE | $3,496 | $4,037-13.4% | $5,096-31.4% | $4,126-15.3% |
| Admin fee / account holder | $2,308 | $7,381-68.7% | $9,162-74.8% | $7,339-68.5% |