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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 | $54,277 | $91,198-40.5% | $178,503-69.6% | $79,856-32.0% |
| Participation rate | 96.0% | 69.2%+26.8pp | 81.9%+14.1pp | 69.6%+26.4pp |
| Annual return | 11.69% | 24.20%-12.5pp | 151.12%-139.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,405 | $3,257-26.1% | $5,011-52.0% | $2,471-2.7% |
| Participant deferral / active EE | $2,775 | $3,237-14.3% | $5,202-46.7% | $3,741-25.8% |
| Admin fee / account holder | $1,539 | $6,748-77.2% | $13,987-89.0% | $5,306-71.0% |