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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 | $27,335 | $91,198-70.0% | $178,503-84.7% | $79,856-65.8% |
| Participation rate | 97.7% | 69.2%+28.5pp | 81.9%+15.8pp | 69.6%+28.1pp |
| Annual return | 13.85% | 24.20%-10.3pp | 151.12%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,609 | $3,257-19.9% | $5,011-47.9% | $2,471+5.6% |
| Participant deferral / active EE | $4,075 | $3,237+25.9% | $5,202-21.7% | $3,741+8.9% |
| Admin fee / account holder | $14,404 | $6,748+113.5% | $13,987+3.0% | $5,306+171.4% |