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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 | $21,268 | $77,638-72.6% | $156,551-86.4% | $62,881-66.2% |
| Participation rate | 94.6% | 71.2%+23.4pp | 84.0%+10.6pp | 69.3%+25.3pp |
| Annual return | 6.15% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,972 | $3,444-42.7% | $5,501-64.2% | $2,281-13.6% |
| Participant deferral / active EE | $1,262 | $3,046-58.6% | $4,871-74.1% | $3,203-60.6% |
| Admin fee / account holder | $1,179 | $5,561-78.8% | $13,028-91.0% | $4,296-72.6% |