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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 | $28,331 | $64,324-56.0% | $118,946-76.2% | $79,858-64.5% |
| Participation rate | 90.9% | 64.9%+26.1pp | 75.4%+15.5pp | 69.6%+21.3pp |
| Annual return | 16.90% | 86.45%-69.5pp | 35.89%-19.0pp | 31.72%-14.8pp |
| Employer contribution / active EE | $1,343 | $1,836-26.9% | $3,263-58.8% | $2,471-45.7% |
| Participant deferral / active EE | $2,912 | $2,824+3.1% | $4,266-31.7% | $3,740-22.2% |
| Admin fee / account holder | $1,479 | $4,040-63.4% | $6,581-77.5% | $5,306-72.1% |