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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 | $37,172 | $91,198-59.2% | $178,503-79.2% | $79,856-53.5% |
| Participation rate | 94.1% | 69.2%+24.9pp | 81.9%+12.2pp | 69.6%+24.5pp |
| Annual return | 17.92% | 24.20%-6.3pp | 151.12%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,427 | $3,257-56.2% | $5,011-71.5% | $2,471-42.3% |
| Participant deferral / active EE | $3,638 | $3,237+12.4% | $5,202-30.1% | $3,741-2.7% |
| Admin fee / account holder | $352 | $6,748-94.8% | $13,987-97.5% | $5,306-93.4% |