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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 | $39,860 | $91,198-56.3% | $178,503-77.7% | $79,856-50.1% |
| Participation rate | 95.9% | 69.2%+26.7pp | 81.9%+14.0pp | 69.6%+26.3pp |
| Annual return | 14.14% | 24.20%-10.1pp | 151.12%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $724 | $3,257-77.8% | $5,011-85.5% | $2,471-70.7% |
| Participant deferral / active EE | $3,187 | $3,237-1.5% | $5,202-38.7% | $3,741-14.8% |
| Admin fee / account holder | $929 | $6,748-86.2% | $13,987-93.4% | $5,306-82.5% |