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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 | $29,149 | $91,198-68.0% | $178,503-83.7% | $79,856-63.5% |
| Participation rate | 78.7% | 69.2%+9.5pp | 81.9%-3.2pp | 69.6%+9.0pp |
| Annual return | 10.27% | 24.20%-13.9pp | 151.12%-140.9pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,640 | $3,257-49.6% | $5,011-67.3% | $2,471-33.6% |
| Participant deferral / active EE | $3,341 | $3,237+3.2% | $5,202-35.8% | $3,741-10.7% |
| Admin fee / account holder | $859 | $6,748-87.3% | $13,987-93.9% | $5,306-83.8% |