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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 | $23,643 | $91,198-74.1% | $178,503-86.8% | $79,856-70.4% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 10.22% | 24.20%-14.0pp | 151.12%-140.9pp | 31.71%-21.5pp |
| Employer contribution / active EE | $3,152 | $3,257-3.2% | $5,011-37.1% | $2,471+27.5% |
| Participant deferral / active EE | $4,930 | $3,237+52.3% | $5,202-5.2% | $3,741+31.8% |
| Admin fee / account holder | $698 | $6,748-89.7% | $13,987-95.0% | $5,306-86.8% |