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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 | $50,214 | $57,061-12.0% | $85,063-41.0% | $80,911-37.9% |
| Participation rate | 80.0% | 56.3%+23.7pp | 67.5%+12.5pp | 67.6%+12.4pp |
| Annual return | 42.35% | 21.66%+20.7pp | 66.54%-24.2pp | 35.63%+6.7pp |
| Employer contribution / active EE | $1,644 | $1,799-8.6% | $2,727-39.7% | $2,756-40.4% |
| Participant deferral / active EE | $2,709 | $3,110-12.9% | $4,523-40.1% | $4,297-37.0% |
| Admin fee / account holder | $941 | $4,986-81.1% | $6,155-84.7% | $6,935-86.4% |