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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 | $46,692 | $91,179-48.8% | $178,499-73.8% | $79,852-41.5% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 18.34% | 24.19%-5.8pp | 151.10%-132.8pp | 31.72%-13.4pp |
| Employer contribution / active EE | $3,978 | $3,256+22.2% | $5,011-20.6% | $2,471+61.0% |
| Participant deferral / active EE | $1,900 | $3,236-41.3% | $5,202-63.5% | $3,740-49.2% |
| Admin fee / account holder | $12,239 | $6,749+81.4% | $13,986-12.5% | $5,306+130.6% |