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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 | $49,822 | $91,198-45.4% | $178,503-72.1% | $79,856-37.6% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 20.71% | 24.20%-3.5pp | 151.12%-130.4pp | 31.71%-11.0pp |
| Employer contribution / active EE | $2,451 | $3,257-24.7% | $5,011-51.1% | $2,471-0.8% |
| Participant deferral / active EE | $5,164 | $3,237+59.5% | $5,202-0.7% | $3,741+38.0% |
| Admin fee / account holder | $1,136 | $6,748-83.2% | $13,987-91.9% | $5,306-78.6% |