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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 | $24,112 | $57,061-57.7% | $85,063-71.7% | $80,911-70.2% |
| Participation rate | 93.1% | 56.3%+36.8pp | 67.5%+25.6pp | 67.6%+25.5pp |
| Annual return | 12.09% | 21.66%-9.6pp | 66.54%-54.4pp | 35.63%-23.5pp |
| Employer contribution / active EE | $6,828 | $1,799+279.6% | $2,727+150.4% | $2,756+147.8% |
| Participant deferral / active EE | $6,030 | $3,110+93.9% | $4,523+33.3% | $4,297+40.3% |
| Admin fee / account holder | $2,585 | $4,986-48.2% | $6,155-58.0% | $6,935-62.7% |