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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 | $23,529 | $91,198-74.2% | $178,503-86.8% | $79,856-70.5% |
| Participation rate | 98.1% | 69.2%+28.9pp | 81.9%+16.2pp | 69.6%+28.5pp |
| Annual return | 11.86% | 24.20%-12.3pp | 151.12%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,231 | $3,257-62.2% | $5,011-75.4% | $2,471-50.2% |
| Participant deferral / active EE | $2,008 | $3,237-38.0% | $5,202-61.4% | $3,741-46.3% |
| Admin fee / account holder | $983 | $6,748-85.4% | $13,987-93.0% | $5,306-81.5% |