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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 | $59,319 | $88,672-33.1% | $105,223-43.6% | $82,448-28.1% |
| Participation rate | 77.1% | 67.9%+9.2pp | 75.0%+2.1pp | 68.1%+9.1pp |
| Annual return | 16.94% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,478 | $3,048-18.7% | $3,689-32.8% | $2,551-2.9% |
| Participant deferral / active EE | $3,428 | $4,036-15.1% | $5,072-32.4% | $4,139-17.2% |
| Admin fee / account holder | $2,274 | $7,146-68.2% | $8,859-74.3% | $7,234-68.6% |