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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 | $29,293 | $91,198-67.9% | $178,503-83.6% | $79,856-63.3% |
| Participation rate | 84.0% | 69.2%+14.8pp | 81.9%+2.1pp | 69.6%+14.4pp |
| Annual return | 18.87% | 24.20%-5.3pp | 151.12%-132.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $583 | $3,257-82.1% | $5,011-88.4% | $2,471-76.4% |
| Participant deferral / active EE | $3,215 | $3,237-0.6% | $5,202-38.2% | $3,741-14.0% |
| Admin fee / account holder | $1,591 | $6,748-76.4% | $13,987-88.6% | $5,306-70.0% |