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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 | $49,468 | $91,198-45.8% | $178,503-72.3% | $79,856-38.1% |
| Participation rate | 97.8% | 69.2%+28.6pp | 81.9%+15.9pp | 69.6%+28.2pp |
| Annual return | 17.77% | 24.20%-6.4pp | 151.12%-133.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,203 | $3,257-63.0% | $5,011-76.0% | $2,471-51.3% |
| Participant deferral / active EE | $3,210 | $3,237-0.8% | $5,202-38.3% | $3,741-14.2% |
| Admin fee / account holder | $1,009 | $6,748-85.0% | $13,987-92.8% | $5,306-81.0% |