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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 | $43,167 | $98,240-56.1% | $82,313-47.6% | $147,585-70.8% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.4pp | 82.8%+10.5pp |
| Annual return | 16.16% | 30.85%-14.7pp | 25.88%-9.7pp | 578.58%-562.4pp |
| Employer contribution / active EE | $1,755 | $3,192-45.0% | $2,428-27.7% | $4,876-64.0% |
| Participant deferral / active EE | $2,646 | $4,383-39.6% | $3,706-28.6% | $5,439-51.3% |
| Admin fee / account holder | $1,060 | $8,563-87.6% | $5,608-81.1% | $10,886-90.3% |