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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 | $22,981 | $95,415-75.9% | $185,851-87.6% | $85,851-73.2% |
| Participation rate | 90.0% | 68.8%+21.2pp | 81.7%+8.3pp | 69.3%+20.7pp |
| Annual return | 27.94% | 23.59%+4.4pp | 122.11%-94.2pp | 318.63%-290.7pp |
| Employer contribution / active EE | $774 | $3,314-76.6% | $5,168-85.0% | $2,565-69.8% |
| Participant deferral / active EE | $1,783 | $3,424-47.9% | $5,569-68.0% | $3,952-54.9% |
| Admin fee / account holder | $651 | $7,215-91.0% | $16,245-96.0% | $6,261-89.6% |