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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 | $29,116 | $91,179-68.1% | $178,499-83.7% | $79,852-63.5% |
| Participation rate | 92.9% | 69.2%+23.6pp | 81.9%+10.9pp | 69.6%+23.2pp |
| Annual return | 10.79% | 24.19%-13.4pp | 151.10%-140.3pp | 31.72%-20.9pp |
| Employer contribution / active EE | $1,543 | $3,256-52.6% | $5,011-69.2% | $2,471-37.6% |
| Participant deferral / active EE | $3,130 | $3,236-3.3% | $5,202-39.8% | $3,740-16.3% |
| Admin fee / account holder | $1,582 | $6,749-76.6% | $13,986-88.7% | $5,306-70.2% |