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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 | $28,351 | $91,198-68.9% | $178,503-84.1% | $79,856-64.5% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 13.89% | 24.20%-10.3pp | 151.12%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,054 | $3,257-36.9% | $5,011-59.0% | $2,471-16.9% |
| Participant deferral / active EE | $2,278 | $3,237-29.6% | $5,202-56.2% | $3,741-39.1% |
| Admin fee / account holder | $497 | $6,748-92.6% | $13,987-96.4% | $5,306-90.6% |