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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 | $38,035 | $85,766-55.7% | $136,298-72.1% | $70,126-45.8% |
| Participation rate | 72.2% | 74.2%-1.9pp | 81.9%-9.7pp | 69.5%+2.7pp |
| Annual return | 21.00% | 31.46%-10.5pp | 5156.27%-5135.3pp | 73.15%-52.1pp |
| Employer contribution / active EE | $1,431 | $2,966-51.7% | $4,696-69.5% | $2,343-38.9% |
| Participant deferral / active EE | $2,398 | $5,051-52.5% | $6,247-61.6% | $3,332-28.0% |
| Admin fee / account holder | $666 | $5,421-87.7% | $9,244-92.8% | $4,645-85.7% |