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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 | $34,504 | $53,127-35.1% | $86,597-60.2% | $70,131-50.8% |
| Participation rate | 95.6% | 65.3%+30.2pp | 73.5%+22.0pp | 69.5%+26.0pp |
| Annual return | 20.19% | 27.66%-7.5pp | 964.96%-944.8pp | 73.14%-52.9pp |
| Employer contribution / active EE | $685 | $2,068-66.9% | $2,840-75.9% | $2,342-70.8% |
| Participant deferral / active EE | $2,238 | $2,696-17.0% | $3,609-38.0% | $3,332-32.8% |
| Admin fee / account holder | $1,497 | $3,585-58.3% | $4,906-69.5% | $4,645-67.8% |