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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 | $34,916 | $53,841-35.2% | $75,731-53.9% | $85,851-59.3% |
| Participation rate | 80.5% | 69.0%+11.4pp | 74.8%+5.7pp | 69.3%+11.2pp |
| Annual return | 26.58% | 24.54%+2.0pp | 104.65%-78.1pp | 318.63%-292.1pp |
| Employer contribution / active EE | $1,071 | $2,017-46.9% | $2,743-61.0% | $2,565-58.3% |
| Participant deferral / active EE | $2,037 | $2,895-29.6% | $3,820-46.7% | $3,952-48.4% |
| Admin fee / account holder | $2,037 | $3,340-39.0% | $3,620-43.7% | $6,261-67.5% |