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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 | $28,142 | $77,638-63.8% | $156,551-82.0% | $62,881-55.2% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 5.71% | 50.33%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,003 | $3,444-70.9% | $5,501-81.8% | $2,281-56.0% |
| Participant deferral / active EE | $2,644 | $3,046-13.2% | $4,871-45.7% | $3,203-17.5% |
| Admin fee / account holder | $4,559 | $5,561-18.0% | $13,028-65.0% | $4,296+6.1% |