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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 | $21,400 | $77,638-72.4% | $156,551-86.3% | $62,881-66.0% |
| Participation rate | 71.2% | 71.2%0pp | 84.0%-12.8pp | 69.3%+1.9pp |
| Annual return | 6.87% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,542 | $3,444+2.8% | $5,501-35.6% | $2,281+55.3% |
| Participant deferral / active EE | $2,109 | $3,046-30.8% | $4,871-56.7% | $3,203-34.2% |
| Admin fee / account holder | $1,501 | $5,561-73.0% | $13,028-88.5% | $4,296-65.1% |