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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 | $25,698 | $91,179-71.8% | $178,499-85.6% | $79,852-67.8% |
| Participation rate | 90.3% | 69.2%+21.1pp | 81.9%+8.4pp | 69.6%+20.7pp |
| Annual return | 22.44% | 24.19%-1.8pp | 151.10%-128.7pp | 31.72%-9.3pp |
| Employer contribution / active EE | $1,567 | $3,256-51.9% | $5,011-68.7% | $2,471-36.6% |
| Participant deferral / active EE | $1,990 | $3,236-38.5% | $5,202-61.7% | $3,740-46.8% |
| Admin fee / account holder | $1,008 | $6,749-85.1% | $13,986-92.8% | $5,306-81.0% |