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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 | $89,259-44.7% | $107,187-53.9% | $82,637-40.2% |
| Participation rate | 82.1% | 67.9%+14.1pp | 75.0%+7.0pp | 68.1%+14.0pp |
| Annual return | 16.16% | 21.02%-4.9pp | 204.55%-188.4pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,336 | $3,080-56.6% | $3,782-64.7% | $2,552-47.6% |
| Participant deferral / active EE | $2,901 | $4,037-28.2% | $5,096-43.1% | $4,126-29.7% |
| Admin fee / account holder | $3,720 | $7,381-49.6% | $9,162-59.4% | $7,339-49.3% |