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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 | $38,496 | $77,908-50.6% | $149,696-74.3% | $75,173-48.8% |
| Participation rate | 90.0% | 65.6%+24.4pp | 78.8%+11.2pp | 67.2%+22.8pp |
| Annual return | 20.78% | 31.73%-10.9pp | 134.46%-113.7pp | 160.72%-139.9pp |
| Employer contribution / active EE | $2,362 | $3,138-24.7% | $4,821-51.0% | $2,671-11.6% |
| Participant deferral / active EE | $6,069 | $3,411+77.9% | $5,682+6.8% | $4,126+47.1% |
| Admin fee / account holder | $1,079 | $5,950-81.9% | $13,212-91.8% | $5,651-80.9% |