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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 | $93,345-67.5% | $119,126-74.5% | $87,485-65.3% |
| Participation rate | 94.4% | 68.7%+25.7pp | 75.8%+18.7pp | 68.9%+25.5pp |
| Annual return | 18.56% | 19.08%-0.5pp | 282.11%-263.5pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,532 | $3,172-51.7% | $4,034-62.0% | $2,596-41.0% |
| Participant deferral / active EE | $3,585 | $4,099-12.5% | $5,318-32.6% | $4,274-16.1% |
| Admin fee / account holder | $4,445 | $8,039-44.7% | $10,693-58.4% | $7,775-42.8% |