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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 | $43,992 | $95,406-53.9% | $185,849-76.3% | $85,847-48.8% |
| Participation rate | 86.4% | 68.8%+17.6pp | 81.7%+4.7pp | 69.3%+17.0pp |
| Annual return | 12.99% | 23.59%-10.6pp | 122.10%-109.1pp | 318.61%-305.6pp |
| Employer contribution / active EE | $1,642 | $3,314-50.5% | $5,169-68.2% | $2,565-36.0% |
| Participant deferral / active EE | $2,268 | $3,424-33.8% | $5,569-59.3% | $3,952-42.6% |
| Admin fee / account holder | $2,647 | $7,214-63.3% | $16,244-83.7% | $6,261-57.7% |