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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 | $23,630 | $77,638-69.6% | $156,551-84.9% | $62,881-62.4% |
| Participation rate | 90.0% | 71.2%+18.8pp | 84.0%+6.0pp | 69.3%+20.7pp |
| Annual return | 5.59% | 50.33%-44.7pp | 32.23%-26.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,190 | $3,444-65.5% | $5,501-78.4% | $2,281-47.8% |
| Participant deferral / active EE | $1,165 | $3,046-61.8% | $4,871-76.1% | $3,203-63.6% |
| Admin fee / account holder | $3,694 | $5,561-33.6% | $13,028-71.6% | $4,296-14.0% |