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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 | $29,827 | $46,722-36.2% | $130,660-77.2% | $65,186-54.2% |
| Participation rate | 89.0% | 60.9%+28.1pp | 71.7%+17.3pp | 70.2%+18.8pp |
| Annual return | 19.69% | 24.17%-4.5pp | 1709.29%-1689.6pp | 29.39%-9.7pp |
| Employer contribution / active EE | $896 | $1,488-39.8% | $4,092-78.1% | $2,177-58.8% |
| Participant deferral / active EE | $2,443 | $2,545-4.0% | $3,603-32.2% | $3,514-30.5% |
| Admin fee / account holder | $1,611 | $453+255.8% | $5,463-70.5% | $847+90.2% |