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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 | $38,126 | $53,837-29.2% | $75,714-49.6% | $85,847-55.6% |
| Participation rate | 86.1% | 69.1%+17.1pp | 74.8%+11.3pp | 69.3%+16.8pp |
| Annual return | 14.96% | 24.54%-9.6pp | 104.62%-89.7pp | 318.61%-303.7pp |
| Employer contribution / active EE | $1,069 | $2,017-47.0% | $2,744-61.0% | $2,565-58.3% |
| Participant deferral / active EE | $7,259 | $2,895+150.7% | $3,820+90.0% | $3,952+83.7% |
| Admin fee / account holder | $2,385 | $3,339-28.6% | $3,619-34.1% | $6,261-61.9% |