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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 | $27,520 | $91,198-69.8% | $178,503-84.6% | $79,856-65.5% |
| Participation rate | 90.9% | 69.2%+21.7pp | 81.9%+9.0pp | 69.6%+21.3pp |
| Annual return | 12.58% | 24.20%-11.6pp | 151.12%-138.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $919 | $3,257-71.8% | $5,011-81.7% | $2,471-62.8% |
| Participant deferral / active EE | $2,549 | $3,237-21.2% | $5,202-51.0% | $3,741-31.9% |
| Admin fee / account holder | $1,189 | $6,748-82.4% | $13,987-91.5% | $5,306-77.6% |