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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 | $30,344 | $88,672-65.8% | $105,223-71.2% | $82,448-63.2% |
| Participation rate | 94.4% | 67.9%+26.5pp | 75.0%+19.4pp | 68.1%+26.4pp |
| Annual return | 18.56% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,532 | $3,048-49.8% | $3,689-58.5% | $2,551-40.0% |
| Participant deferral / active EE | $3,585 | $4,036-11.2% | $5,072-29.3% | $4,139-13.4% |
| Admin fee / account holder | $4,445 | $7,146-37.8% | $8,859-49.8% | $7,234-38.6% |