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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 | $14,509 | $91,198-84.1% | $178,503-91.9% | $79,856-81.8% |
| Participation rate | 93.0% | 69.2%+23.8pp | 81.9%+11.1pp | 69.6%+23.3pp |
| Annual return | 22.59% | 24.20%-1.6pp | 151.12%-128.5pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,310 | $3,257-59.8% | $5,011-73.9% | $2,471-47.0% |
| Participant deferral / active EE | $4,163 | $3,237+28.6% | $5,202-20.0% | $3,741+11.3% |
| Admin fee / account holder | $1,442 | $6,748-78.6% | $13,987-89.7% | $5,306-72.8% |