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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 | $25,296 | $77,638-67.4% | $156,551-83.8% | $62,881-59.8% |
| Participation rate | 85.3% | 71.2%+14.1pp | 84.0%+1.3pp | 69.3%+16.0pp |
| Annual return | 8.77% | 50.33%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,172 | $3,444-66.0% | $5,501-78.7% | $2,281-48.6% |
| Participant deferral / active EE | $2,988 | $3,046-1.9% | $4,871-38.7% | $3,203-6.7% |
| Admin fee / account holder | $1,167 | $5,561-79.0% | $13,028-91.0% | $4,296-72.8% |