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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 | $25,905 | $91,179-71.6% | $178,499-85.5% | $79,852-67.6% |
| Participation rate | 77.1% | 69.2%+7.9pp | 81.9%-4.8pp | 69.6%+7.5pp |
| Annual return | 11.50% | 24.19%-12.7pp | 151.10%-139.6pp | 31.72%-20.2pp |
| Employer contribution / active EE | $2,050 | $3,256-37.0% | $5,011-59.1% | $2,471-17.0% |
| Participant deferral / active EE | $4,170 | $3,236+28.9% | $5,202-19.8% | $3,740+11.5% |
| Admin fee / account holder | $1,091 | $6,749-83.8% | $13,986-92.2% | $5,306-79.4% |