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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 | $22,408 | $95,406-76.5% | $185,849-87.9% | $85,847-73.9% |
| Participation rate | 73.7% | 68.8%+4.9pp | 81.7%-8.0pp | 69.3%+4.4pp |
| Annual return | 15.07% | 23.59%-8.5pp | 122.10%-107.0pp | 318.61%-303.5pp |
| Employer contribution / active EE | $1,616 | $3,314-51.2% | $5,169-68.7% | $2,565-37.0% |
| Participant deferral / active EE | $2,909 | $3,424-15.0% | $5,569-47.8% | $3,952-26.4% |
| Admin fee / account holder | $4,299 | $7,214-40.4% | $16,244-73.5% | $6,261-31.3% |