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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 | $14,660 | $91,198-83.9% | $178,503-91.8% | $79,856-81.6% |
| Participation rate | 82.1% | 69.2%+12.9pp | 81.9%+0.2pp | 69.6%+12.5pp |
| Annual return | 15.28% | 24.20%-8.9pp | 151.12%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,971 | $3,257-39.5% | $5,011-60.7% | $2,471-20.2% |
| Participant deferral / active EE | $1,583 | $3,237-51.1% | $5,202-69.6% | $3,741-57.7% |
| Admin fee / account holder | $1,943 | $6,748-71.2% | $13,987-86.1% | $5,306-63.4% |