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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 | $49,386 | $105,284-53.1% | $150,734-67.2% | $94,015-47.5% |
| Participation rate | 82.1% | 71.7%+10.3pp | 78.4%+3.6pp | 70.8%+11.2pp |
| Annual return | 16.16% | 15.67%+0.5pp | 600.81%-584.6pp | 17.84%-1.7pp |
| Employer contribution / active EE | $1,336 | $3,599-62.9% | $4,918-72.8% | $2,790-52.1% |
| Participant deferral / active EE | $2,901 | $4,274-32.1% | $5,610-48.3% | $4,249-31.7% |
| Admin fee / account holder | $3,720 | $9,839-62.2% | $14,905-75.0% | $8,951-58.4% |