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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 | $47,401 | $78,690-39.8% | $161,489-70.6% | $87,485-45.8% |
| Participation rate | 72.7% | 67.5%+5.3pp | 78.7%-6.0pp | 68.9%+3.8pp |
| Annual return | 17.04% | 32.74%-15.7pp | 89.72%-72.7pp | 26.06%-9.0pp |
| Employer contribution / active EE | $741 | $2,588-71.4% | $4,268-82.6% | $2,596-71.4% |
| Participant deferral / active EE | $2,891 | $3,311-12.7% | $5,630-48.7% | $4,274-32.4% |
| Admin fee / account holder | $3,179 | $6,724-52.7% | $16,006-80.1% | $7,775-59.1% |