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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 | $25,396 | $91,198-72.2% | $178,503-85.8% | $79,856-68.2% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 12.66% | 24.20%-11.5pp | 151.12%-138.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,135 | $3,257-34.4% | $5,011-57.4% | $2,471-13.6% |
| Participant deferral / active EE | $3,092 | $3,237-4.5% | $5,202-40.6% | $3,741-17.3% |
| Admin fee / account holder | $5,083 | $6,748-24.7% | $13,987-63.7% | $5,306-4.2% |