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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 | $7,362 | $58,311-87.4% | $81,882-91.0% | $80,959-90.9% |
| Participation rate | 90.6% | 63.5%+27.1pp | 72.4%+18.2pp | 67.7%+23.0pp |
| Annual return | 12.03% | 41.85%-29.8pp | 779.47%-767.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,051 | $2,347-12.6% | $2,916-29.7% | $2,757-25.6% |
| Participant deferral / active EE | $3,430 | $3,287+4.4% | $4,323-20.7% | $4,300-20.2% |
| Admin fee / account holder | $1,842 | $4,752-61.2% | $7,360-75.0% | $6,925-73.4% |