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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 | $46,596 | $73,107-36.3% | $114,563-59.3% | $87,485-46.7% |
| Participation rate | 92.1% | 65.8%+26.3pp | 72.9%+19.2pp | 68.9%+23.2pp |
| Annual return | 16.48% | 19.47%-3.0pp | 241.09%-224.6pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,533 | $1,881-18.5% | $2,592-40.9% | $2,596-41.0% |
| Participant deferral / active EE | $2,035 | $3,144-35.3% | $4,142-50.9% | $4,274-52.4% |
| Admin fee / account holder | $5,533 | $5,770-4.1% | $7,623-27.4% | $7,775-28.8% |