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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 | $54,814 | $51,638+6.2% | $68,368-19.8% | $82,448-33.5% |
| Participation rate | 79.4% | 63.6%+15.8pp | 73.8%+5.7pp | 68.1%+11.3pp |
| Annual return | 15.19% | 37.53%-22.3pp | 292.57%-277.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,012 | $2,047-50.5% | $2,649-61.8% | $2,551-60.3% |
| Participant deferral / active EE | $2,109 | $2,914-27.6% | $4,123-48.8% | $4,139-49.0% |
| Admin fee / account holder | $4,138 | $4,643-10.9% | $5,150-19.6% | $7,234-42.8% |