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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 | $27,140 | $91,167-70.2% | $178,498-84.8% | $79,858-66.0% |
| Participation rate | 93.2% | 69.2%+24.0pp | 81.9%+11.3pp | 69.6%+23.6pp |
| Annual return | 11.98% | 24.19%-12.2pp | 151.09%-139.1pp | 31.72%-19.7pp |
| Employer contribution / active EE | $1,488 | $3,255-54.3% | $5,011-70.3% | $2,471-39.8% |
| Participant deferral / active EE | $2,931 | $3,236-9.4% | $5,202-43.6% | $3,740-21.6% |
| Admin fee / account holder | $2,001 | $6,747-70.3% | $13,985-85.7% | $5,306-62.3% |