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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 | $36,470 | $91,198-60.0% | $178,503-79.6% | $79,856-54.3% |
| Participation rate | 88.8% | 69.2%+19.5pp | 81.9%+6.8pp | 69.6%+19.1pp |
| Annual return | 15.27% | 24.20%-8.9pp | 151.12%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,511 | $3,257-53.6% | $5,011-69.8% | $2,471-38.9% |
| Participant deferral / active EE | $2,238 | $3,237-30.9% | $5,202-57.0% | $3,741-40.2% |
| Admin fee / account holder | $4,370 | $6,748-35.2% | $13,987-68.8% | $5,306-17.6% |