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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 | $27,974 | $55,453-49.6% | $170,435-83.6% | $62,293-55.1% |
| Participation rate | 93.1% | 66.4%+26.8pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 17.89% | 21.38%-3.5pp | 205.94%-188.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,483 | $2,164-31.5% | $5,432-72.7% | $2,042-27.4% |
| Participant deferral / active EE | $1,535 | $2,303-33.3% | $4,939-68.9% | $3,169-51.6% |
| Admin fee / account holder | $1,337 | $455+193.9% | $13,881-90.4% | $479+179.0% |