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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 | $25,322 | $91,198-72.2% | $178,503-85.8% | $79,856-68.3% |
| Participation rate | 74.3% | 69.2%+5.1pp | 81.9%-7.6pp | 69.6%+4.6pp |
| Annual return | 12.67% | 24.20%-11.5pp | 151.12%-138.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $861 | $3,257-73.5% | $5,011-82.8% | $2,471-65.1% |
| Participant deferral / active EE | $1,829 | $3,237-43.5% | $5,202-64.9% | $3,741-51.1% |
| Admin fee / account holder | $1,172 | $6,748-82.6% | $13,987-91.6% | $5,306-77.9% |