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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 | $25,489 | $91,179-72.0% | $178,499-85.7% | $79,852-68.1% |
| Participation rate | 82.0% | 69.2%+12.8pp | 81.9%0pp | 69.6%+12.3pp |
| Annual return | 23.51% | 24.19%-0.7pp | 151.10%-127.6pp | 31.72%-8.2pp |
| Employer contribution / active EE | $2,751 | $3,256-15.5% | $5,011-45.1% | $2,471+11.3% |
| Participant deferral / active EE | $2,407 | $3,236-25.6% | $5,202-53.7% | $3,740-35.6% |
| Admin fee / account holder | $1,381 | $6,749-79.5% | $13,986-90.1% | $5,306-74.0% |