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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 | $23,713 | $78,690-69.9% | $161,489-85.3% | $87,485-72.9% |
| Participation rate | 95.0% | 67.5%+27.5pp | 78.7%+16.3pp | 68.9%+26.1pp |
| Annual return | 14.73% | 32.74%-18.0pp | 89.72%-75.0pp | 26.06%-11.3pp |
| Employer contribution / active EE | $2,633 | $2,588+1.7% | $4,268-38.3% | $2,596+1.4% |
| Participant deferral / active EE | $2,017 | $3,311-39.1% | $5,630-64.2% | $4,274-52.8% |
| Admin fee / account holder | $470 | $6,724-93.0% | $16,006-97.1% | $7,775-94.0% |