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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 | $69,812 | $91,179-23.4% | $178,499-60.9% | $79,852-12.6% |
| Participation rate | 86.7% | 69.2%+17.5pp | 81.9%+4.7pp | 69.6%+17.0pp |
| Annual return | 18.51% | 24.19%-5.7pp | 151.10%-132.6pp | 31.72%-13.2pp |
| Employer contribution / active EE | $1,510 | $3,256-53.6% | $5,011-69.9% | $2,471-38.9% |
| Participant deferral / active EE | $6,078 | $3,236+87.8% | $5,202+16.8% | $3,740+62.5% |
| Admin fee / account holder | $10,771 | $6,749+59.6% | $13,986-23.0% | $5,306+103.0% |