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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 | $32,890 | $71,197-53.8% | $93,669-64.9% | $80,925-59.4% |
| Participation rate | 89.4% | 60.4%+29.0pp | 68.7%+20.7pp | 67.7%+21.7pp |
| Annual return | 11.06% | 11.27%-0.2pp | 133.59%-122.5pp | 35.65%-24.6pp |
| Employer contribution / active EE | $1,463 | $1,565-6.5% | $2,424-39.6% | $2,756-46.9% |
| Participant deferral / active EE | $1,506 | $4,036-62.7% | $4,416-65.9% | $4,299-65.0% |
| Admin fee / account holder | $9,181 | $6,959+31.9% | $8,291+10.7% | $6,940+32.3% |