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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 | $25,862 | $98,760-73.8% | $149,715-82.7% | $79,858-67.6% |
| Participation rate | 91.0% | 75.8%+15.3pp | 82.5%+8.6pp | 69.6%+21.4pp |
| Annual return | 18.61% | 27.43%-8.8pp | 276.66%-258.0pp | 31.72%-13.1pp |
| Employer contribution / active EE | $1,651 | $3,217-48.7% | $4,645-64.5% | $2,471-33.2% |
| Participant deferral / active EE | $3,048 | $5,681-46.3% | $6,842-55.5% | $3,740-18.5% |
| Admin fee / account holder | $1,031 | $6,053-83.0% | $9,310-88.9% | $5,306-80.6% |