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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 | $24,939 | $93,598-73.4% | $135,974-81.7% | $75,173-66.8% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 22.20% | 30.89%-8.7pp | 68.30%-46.1pp | 160.72%-138.5pp |
| Employer contribution / active EE | $1,853 | $3,538-47.6% | $4,859-61.9% | $2,671-30.6% |
| Participant deferral / active EE | $3,754 | $6,405-41.4% | $7,760-51.6% | $4,126-9.0% |
| Admin fee / account holder | $1,405 | $6,978-79.9% | $10,767-87.0% | $5,651-75.1% |