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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 | $37,799 | $56,134-32.7% | $96,171-60.7% | $85,847-56.0% |
| Participation rate | 96.2% | 56.7%+39.4pp | 68.4%+27.7pp | 69.3%+26.8pp |
| Annual return | 12.31% | 42.30%-30.0pp | 192.04%-179.7pp | 318.61%-306.3pp |
| Employer contribution / active EE | $826 | $1,620-49.0% | $2,799-70.5% | $2,565-67.8% |
| Participant deferral / active EE | $2,625 | $2,858-8.1% | $4,350-39.7% | $3,952-33.6% |
| Admin fee / account holder | $2,720 | $3,769-27.8% | $5,538-50.9% | $6,261-56.6% |