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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 | $76,558 | $91,198-16.1% | $178,503-57.1% | $79,856-4.1% |
| Participation rate | 92.7% | 69.2%+23.5pp | 81.9%+10.8pp | 69.6%+23.0pp |
| Annual return | 14.93% | 24.20%-9.3pp | 151.12%-136.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,111 | $3,257-65.9% | $5,011-77.8% | $2,471-55.0% |
| Participant deferral / active EE | $4,027 | $3,237+24.4% | $5,202-22.6% | $3,741+7.6% |
| Admin fee / account holder | $9,812 | $6,748+45.4% | $13,987-29.8% | $5,306+84.9% |