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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 | $26,867 | $63,354-57.6% | $94,105-71.5% | $82,637-67.5% |
| Participation rate | 96.2% | 63.8%+32.3pp | 71.9%+24.2pp | 68.1%+28.1pp |
| Annual return | 14.38% | 34.36%-20.0pp | 204.55%-190.2pp | 53.51%-39.1pp |
| Employer contribution / active EE | $3,092 | $1,760+75.7% | $2,504+23.5% | $2,552+21.1% |
| Participant deferral / active EE | $6,904 | $2,873+140.3% | $3,881+77.9% | $4,126+67.3% |
| Admin fee / account holder | $1,590 | $5,073-68.7% | $6,199-74.4% | $7,339-78.3% |