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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 | $24,981 | $91,198-72.6% | $178,503-86.0% | $79,856-68.7% |
| Participation rate | 89.5% | 69.2%+20.3pp | 81.9%+7.5pp | 69.6%+19.8pp |
| Annual return | 21.55% | 24.20%-2.6pp | 151.12%-129.6pp | 31.71%-10.2pp |
| Employer contribution / active EE | $3,873 | $3,257+18.9% | $5,011-22.7% | $2,471+56.7% |
| Participant deferral / active EE | $5,881 | $3,237+81.7% | $5,202+13.0% | $3,741+57.2% |
| Admin fee / account holder | $1,111 | $6,748-83.5% | $13,987-92.1% | $5,306-79.1% |