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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 | $64,920-15.6% | $103,693-47.1% | $86,983-37.0% |
| Participation rate | 79.4% | 63.6%+15.8pp | 72.6%+6.8pp | 69.5%+9.9pp |
| Annual return | 15.19% | 30.29%-15.1pp | 47.61%-32.4pp | 25.83%-10.6pp |
| Employer contribution / active EE | $1,012 | $2,141-52.7% | $2,920-65.3% | $2,584-60.8% |
| Participant deferral / active EE | $2,109 | $3,241-34.9% | $4,579-53.9% | $4,194-49.7% |
| Admin fee / account holder | $4,138 | $6,191-33.2% | $7,858-47.3% | $7,856-47.3% |