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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 | $29,203 | $58,828-50.4% | $78,002-62.6% | $62,881-53.6% |
| Participation rate | 85.7% | 71.1%+14.7pp | 75.5%+10.2pp | 69.3%+16.4pp |
| Annual return | 6.61% | 17.16%-10.6pp | 425.99%-419.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,065 | $1,672-36.3% | $2,470-56.9% | $2,281-53.3% |
| Participant deferral / active EE | $2,279 | $2,686-15.1% | $3,497-34.8% | $3,203-28.8% |
| Admin fee / account holder | $2,998 | $4,393-31.8% | $5,481-45.3% | $4,296-30.2% |