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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 | $51,554 | $77,920-33.8% | $149,723-65.6% | $75,177-31.4% |
| Participation rate | 78.7% | 65.6%+13.1pp | 78.8%-0.1pp | 67.2%+11.5pp |
| Annual return | 15.61% | 31.72%-16.1pp | 134.50%-118.9pp | 160.75%-145.1pp |
| Employer contribution / active EE | $1,155 | $3,138-63.2% | $4,821-76.0% | $2,671-56.8% |
| Participant deferral / active EE | $4,415 | $3,411+29.4% | $5,682-22.3% | $4,126+7.0% |
| Admin fee / account holder | $1,645 | $5,951-72.4% | $13,215-87.6% | $5,651-70.9% |