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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 | $26,623 | $51,638-48.4% | $68,368-61.1% | $82,448-67.7% |
| Participation rate | 75.7% | 63.6%+12.1pp | 73.8%+1.9pp | 68.1%+7.6pp |
| Annual return | 16.47% | 37.53%-21.1pp | 292.57%-276.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,793 | $2,047+134.2% | $2,649+80.9% | $2,551+87.9% |
| Participant deferral / active EE | $1,616 | $2,914-44.5% | $4,123-60.8% | $4,139-61.0% |
| Admin fee / account holder | $1,608 | $4,643-65.4% | $5,150-68.8% | $7,234-77.8% |