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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 | $29,958 | $48,314-38.0% | $67,561-55.7% | $80,925-63.0% |
| Participation rate | 83.9% | 66.4%+17.5pp | 72.9%+11.0pp | 67.7%+16.2pp |
| Annual return | 17.49% | 18.28%-0.8pp | 3525.44%-3508.0pp | 35.65%-18.2pp |
| Employer contribution / active EE | $1,671 | $2,022-17.3% | $2,735-38.9% | $2,756-39.4% |
| Participant deferral / active EE | $3,635 | $2,927+24.2% | $4,003-9.2% | $4,299-15.4% |
| Admin fee / account holder | $805 | $3,690-78.2% | $4,006-79.9% | $6,940-88.4% |