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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 | $46,403 | $91,198-49.1% | $178,503-74.0% | $79,856-41.9% |
| Participation rate | 86.7% | 69.2%+17.5pp | 81.9%+4.7pp | 69.6%+17.0pp |
| Annual return | 18.31% | 24.20%-5.9pp | 151.12%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,311 | $3,257-29.0% | $5,011-53.9% | $2,471-6.5% |
| Participant deferral / active EE | $2,561 | $3,237-20.9% | $5,202-50.8% | $3,741-31.5% |
| Admin fee / account holder | $771 | $6,748-88.6% | $13,987-94.5% | $5,306-85.5% |