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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 | $25,355 | $98,776-74.3% | $149,745-83.1% | $79,856-68.2% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.5%+5.6pp | 69.6%+18.5pp |
| Annual return | 18.64% | 27.38%-8.7pp | 276.72%-258.1pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,527 | $3,217-52.5% | $4,646-67.1% | $2,471-38.2% |
| Participant deferral / active EE | $3,932 | $5,681-30.8% | $6,843-42.5% | $3,741+5.1% |
| Admin fee / account holder | $2,898 | $6,053-52.1% | $9,312-68.9% | $5,306-45.4% |