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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 | $41,538 | $95,383-56.5% | $185,837-77.6% | $85,856-51.6% |
| Participation rate | 89.5% | 68.8%+20.7pp | 81.7%+7.8pp | 69.3%+20.2pp |
| Annual return | 15.89% | 23.59%-7.7pp | 122.08%-106.2pp | 318.58%-302.7pp |
| Employer contribution / active EE | $2,237 | $3,313-32.5% | $5,168-56.7% | $2,565-12.8% |
| Participant deferral / active EE | $1,277 | $3,423-62.7% | $5,568-77.1% | $3,952-67.7% |
| Admin fee / account holder | $1,572 | $7,213-78.2% | $16,241-90.3% | $6,261-74.9% |