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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 | $34,225 | $43,496-21.3% | $161,489-78.8% | $64,340-46.8% |
| Participation rate | 79.6% | 53.5%+26.1pp | 78.7%+0.9pp | 55.2%+24.4pp |
| Annual return | 14.38% | 20.76%-6.4pp | 89.72%-75.3pp | 24.14%-9.8pp |
| Employer contribution / active EE | $2,426 | $1,431+69.6% | $4,268-43.2% | $1,862+30.3% |
| Participant deferral / active EE | $1,516 | $1,996-24.0% | $5,630-73.1% | $2,980-49.1% |
| Admin fee / account holder | $5,396 | $2,330+131.6% | $16,006-66.3% | $3,703+45.7% |