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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 | $39,938 | $91,198-56.2% | $178,503-77.6% | $79,856-50.0% |
| Participation rate | 95.3% | 69.2%+26.1pp | 81.9%+13.4pp | 69.6%+25.7pp |
| Annual return | 18.97% | 24.20%-5.2pp | 151.12%-132.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,795 | $3,257-44.9% | $5,011-64.2% | $2,471-27.3% |
| Participant deferral / active EE | $2,591 | $3,237-19.9% | $5,202-50.2% | $3,741-30.7% |
| Admin fee / account holder | $634 | $6,748-90.6% | $13,987-95.5% | $5,306-88.1% |