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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 | $26,590 | $66,402-60.0% | $109,895-75.8% | $85,856-69.0% |
| Participation rate | 92.6% | 63.9%+28.7pp | 74.2%+18.4pp | 69.3%+23.3pp |
| Annual return | 12.85% | 19.59%-6.7pp | 29.46%-16.6pp | 318.58%-305.7pp |
| Employer contribution / active EE | $2,118 | $1,687+25.5% | $2,843-25.5% | $2,565-17.4% |
| Participant deferral / active EE | $4,774 | $2,842+68.0% | $4,049+17.9% | $3,952+20.8% |
| Admin fee / account holder | $1,448 | $4,557-68.2% | $6,067-76.1% | $6,261-76.9% |