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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 | $48,518 | $93,345-48.0% | $119,126-59.3% | $87,485-44.5% |
| Participation rate | 92.9% | 68.7%+24.1pp | 75.8%+17.1pp | 68.9%+23.9pp |
| Annual return | 17.64% | 19.08%-1.4pp | 282.11%-264.5pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,907 | $3,172-39.9% | $4,034-52.7% | $2,596-26.5% |
| Participant deferral / active EE | $4,048 | $4,099-1.2% | $5,318-23.9% | $4,274-5.3% |
| Admin fee / account holder | $2,113 | $8,039-73.7% | $10,693-80.2% | $7,775-72.8% |