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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 | $39,492 | $70,684-44.1% | $169,397-76.7% | $75,177-47.5% |
| Participation rate | 88.9% | 64.8%+24.1pp | 77.2%+11.7pp | 67.2%+21.7pp |
| Annual return | 26.42% | 36.38%-10.0pp | 406.23%-379.8pp | 160.75%-134.3pp |
| Employer contribution / active EE | $1,680 | $2,211-24.0% | $4,013-58.1% | $2,671-37.1% |
| Participant deferral / active EE | $3,760 | $4,310-12.8% | $6,223-39.6% | $4,126-8.9% |
| Admin fee / account holder | $757 | $5,404-86.0% | $9,017-91.6% | $5,651-86.6% |