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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 | $57,119-12.1% | $85,187-41.1% | $80,935-38.0% |
| Participation rate | 80.0% | 56.4%+23.6pp | 67.5%+12.5pp | 67.7%+12.3pp |
| Annual return | 42.35% | 21.70%+20.6pp | 66.67%-24.3pp | 35.66%+6.7pp |
| Employer contribution / active EE | $1,644 | $1,802-8.8% | $2,732-39.8% | $2,757-40.4% |
| Participant deferral / active EE | $2,709 | $3,115-13.0% | $4,525-40.1% | $4,299-37.0% |
| Admin fee / account holder | $941 | $4,990-81.1% | $6,162-84.7% | $6,924-86.4% |