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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 | $51,483 | $51,638-0.3% | $68,368-24.7% | $82,448-37.6% |
| Participation rate | 89.0% | 63.6%+25.4pp | 73.8%+15.3pp | 68.1%+21.0pp |
| Annual return | 15.70% | 37.53%-21.8pp | 292.57%-276.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,591 | $2,047-22.2% | $2,649-39.9% | $2,551-37.6% |
| Participant deferral / active EE | $4,308 | $2,914+47.9% | $4,123+4.5% | $4,139+4.1% |
| Admin fee / account holder | $3,289 | $4,643-29.2% | $5,150-36.1% | $7,234-54.5% |