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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 | $25,377 | $91,179-72.2% | $178,499-85.8% | $79,852-68.2% |
| Participation rate | 83.7% | 69.2%+14.5pp | 81.9%+1.7pp | 69.6%+14.0pp |
| Annual return | 19.36% | 24.19%-4.8pp | 151.10%-131.7pp | 31.72%-12.4pp |
| Employer contribution / active EE | $1,483 | $3,256-54.5% | $5,011-70.4% | $2,471-40.0% |
| Participant deferral / active EE | $2,783 | $3,236-14.0% | $5,202-46.5% | $3,740-25.6% |
| Admin fee / account holder | $1,274 | $6,749-81.1% | $13,986-90.9% | $5,306-76.0% |