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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 | $40,461 | $91,198-55.6% | $178,503-77.3% | $79,856-49.3% |
| Participation rate | 87.1% | 69.2%+17.9pp | 81.9%+5.2pp | 69.6%+17.5pp |
| Annual return | 14.17% | 24.20%-10.0pp | 151.12%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,664 | $3,257-48.9% | $5,011-66.8% | $2,471-32.7% |
| Participant deferral / active EE | $2,310 | $3,237-28.6% | $5,202-55.6% | $3,741-38.2% |
| Admin fee / account holder | $2,502 | $6,748-62.9% | $13,987-82.1% | $5,306-52.8% |