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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 | $38,120 | $91,198-58.2% | $178,503-78.6% | $79,856-52.3% |
| Participation rate | 91.7% | 69.2%+22.5pp | 81.9%+9.7pp | 69.6%+22.0pp |
| Annual return | 20.06% | 24.20%-4.1pp | 151.12%-131.1pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,698 | $3,257-47.8% | $5,011-66.1% | $2,471-31.3% |
| Participant deferral / active EE | $3,862 | $3,237+19.3% | $5,202-25.8% | $3,741+3.2% |
| Admin fee / account holder | $309 | $6,748-95.4% | $13,987-97.8% | $5,306-94.2% |