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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 | $50,456 | $91,559-44.9% | $133,971-62.3% | $79,852-36.8% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.8pp |
| Annual return | 16.32% | 61.85%-45.5pp | 45.09%-28.8pp | 31.72%-15.4pp |
| Employer contribution / active EE | $1,539 | $2,384-35.4% | $3,919-60.7% | $2,471-37.7% |
| Participant deferral / active EE | $3,726 | $3,734-0.2% | $5,047-26.2% | $3,740-0.4% |
| Admin fee / account holder | $2,539 | $6,321-59.8% | $8,929-71.6% | $5,306-52.2% |