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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 | $25,478 | $68,573-62.8% | $120,368-78.8% | $80,874-68.5% |
| Participation rate | 89.4% | 61.6%+27.8pp | 71.9%+17.5pp | 67.6%+21.7pp |
| Annual return | 12.45% | 23.61%-11.2pp | 107.26%-94.8pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,333 | $2,052-35.0% | $3,465-61.5% | $2,756-51.6% |
| Participant deferral / active EE | $2,718 | $3,174-14.4% | $4,991-45.5% | $4,297-36.7% |
| Admin fee / account holder | $2,196 | $5,734-61.7% | $9,429-76.7% | $6,935-68.3% |