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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 | $27,838 | $91,198-69.5% | $178,503-84.4% | $79,856-65.1% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+14.9pp | 69.6%+27.2pp |
| Annual return | 19.55% | 24.20%-4.6pp | 151.12%-131.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,149 | $3,257-34.0% | $5,011-57.1% | $2,471-13.0% |
| Participant deferral / active EE | $1,260 | $3,237-61.1% | $5,202-75.8% | $3,741-66.3% |
| Admin fee / account holder | $448 | $6,748-93.4% | $13,987-96.8% | $5,306-91.6% |