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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 | $51,232 | $55,457-7.6% | $77,361-33.8% | $94,015-45.5% |
| Participation rate | 84.9% | 69.8%+15.1pp | 75.0%+9.9pp | 70.8%+14.1pp |
| Annual return | 10.06% | 15.57%-5.5pp | 1011.54%-1001.5pp | 17.84%-7.8pp |
| Employer contribution / active EE | $1,744 | $2,255-22.7% | $2,990-41.7% | $2,790-37.5% |
| Participant deferral / active EE | $3,708 | $3,069+20.8% | $3,911-5.2% | $4,249-12.7% |
| Admin fee / account holder | $2,562 | $4,334-40.9% | $5,894-56.5% | $8,951-71.4% |