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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 | $20,677 | $84,953-75.7% | $163,379-87.3% | $82,637-75.0% |
| Participation rate | 94.5% | 65.9%+28.6pp | 76.8%+17.7pp | 68.1%+26.5pp |
| Annual return | 50.48% | 23.07%+27.4pp | 63.41%-12.9pp | 53.51%-3.0pp |
| Employer contribution / active EE | $1,409 | $2,183-35.4% | $3,752-62.4% | $2,552-44.8% |
| Participant deferral / active EE | $3,619 | $4,326-16.3% | $6,282-42.4% | $4,126-12.3% |
| Admin fee / account holder | $4,292 | $7,921-45.8% | $9,818-56.3% | $7,339-41.5% |