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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 | $23,474 | $91,198-74.3% | $178,503-86.8% | $79,856-70.6% |
| Participation rate | 98.4% | 69.2%+29.2pp | 81.9%+16.5pp | 69.6%+28.8pp |
| Annual return | 18.16% | 24.20%-6.0pp | 151.12%-133.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $3,561 | $3,257+9.3% | $5,011-28.9% | $2,471+44.1% |
| Participant deferral / active EE | $2,650 | $3,237-18.1% | $5,202-49.1% | $3,741-29.2% |
| Admin fee / account holder | $1,308 | $6,748-80.6% | $13,987-90.7% | $5,306-75.4% |