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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 | $30,908 | $48,364-36.1% | $71,796-57.0% | $62,881-50.8% |
| Participation rate | 72.2% | 60.6%+11.6pp | 69.1%+3.1pp | 69.3%+2.9pp |
| Annual return | 5.26% | 13.16%-7.9pp | 78.04%-72.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,051 | $1,042+0.9% | $1,924-45.4% | $2,281-53.9% |
| Participant deferral / active EE | $1,994 | $2,091-4.7% | $2,794-28.7% | $3,203-37.8% |
| Admin fee / account holder | $1,087 | $3,771-71.2% | $4,815-77.4% | $4,296-74.7% |