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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 | $31,307 | $81,208-61.4% | $98,920-68.4% | $79,856-60.8% |
| Participation rate | 88.7% | 72.5%+16.2pp | 76.0%+12.6pp | 69.6%+19.0pp |
| Annual return | 10.85% | 60.99%-50.1pp | 196.47%-185.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,299 | $1,960-33.7% | $2,689-51.7% | $2,471-47.4% |
| Participant deferral / active EE | $4,411 | $3,265+35.1% | $4,245+3.9% | $3,741+17.9% |
| Admin fee / account holder | $11,342 | $6,013+88.6% | $6,643+70.7% | $5,306+113.7% |