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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 | $49,085 | $84,236-41.7% | $170,435-71.2% | $70,126-30.0% |
| Participation rate | 98.8% | 70.8%+27.9pp | 83.6%+15.2pp | 69.5%+29.2pp |
| Annual return | 13.35% | 23.06%-9.7pp | 205.94%-192.6pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,108 | $3,387-67.3% | $5,432-79.6% | $2,343-52.7% |
| Participant deferral / active EE | $2,698 | $3,086-12.6% | $4,939-45.4% | $3,332-19.0% |
| Admin fee / account holder | $702 | $5,698-87.7% | $13,881-94.9% | $4,645-84.9% |