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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 | $51,539 | $53,128-3.0% | $86,582-40.5% | $70,126-26.5% |
| Participation rate | 71.4% | 65.3%+6.1pp | 73.5%-2.1pp | 69.5%+1.9pp |
| Annual return | 17.27% | 27.66%-10.4pp | 965.08%-947.8pp | 73.15%-55.9pp |
| Employer contribution / active EE | $607 | $2,068-70.7% | $2,839-78.6% | $2,343-74.1% |
| Participant deferral / active EE | $1,470 | $2,695-45.5% | $3,609-59.3% | $3,332-55.9% |
| Admin fee / account holder | $2,505 | $3,584-30.1% | $4,904-48.9% | $4,645-46.1% |