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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 | $24,241 | $77,638-68.8% | $156,551-84.5% | $62,881-61.4% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 8.23% | 50.33%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,148 | $3,444-66.7% | $5,501-79.1% | $2,281-49.7% |
| Participant deferral / active EE | $4,034 | $3,046+32.5% | $4,871-17.2% | $3,203+26.0% |
| Admin fee / account holder | $2,550 | $5,561-54.2% | $13,028-80.4% | $4,296-40.6% |