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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 | $58,366 | $91,179-36.0% | $178,499-67.3% | $79,852-26.9% |
| Participation rate | 93.1% | 69.2%+23.9pp | 81.9%+11.2pp | 69.6%+23.5pp |
| Annual return | 14.02% | 24.19%-10.2pp | 151.10%-137.1pp | 31.72%-17.7pp |
| Employer contribution / active EE | $1,597 | $3,256-51.0% | $5,011-68.1% | $2,471-35.4% |
| Participant deferral / active EE | $1,537 | $3,236-52.5% | $5,202-70.5% | $3,740-58.9% |
| Admin fee / account holder | $11,002 | $6,749+63.0% | $13,986-21.3% | $5,306+107.3% |