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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 | $28,472 | $53,128-46.4% | $86,582-67.1% | $70,126-59.4% |
| Participation rate | 89.5% | 65.3%+24.2pp | 73.5%+15.9pp | 69.5%+19.9pp |
| Annual return | 27.65% | 27.66%0pp | 965.08%-937.4pp | 73.15%-45.5pp |
| Employer contribution / active EE | $542 | $2,068-73.8% | $2,839-80.9% | $2,343-76.8% |
| Participant deferral / active EE | $3,461 | $2,695+28.4% | $3,609-4.1% | $3,332+3.9% |
| Admin fee / account holder | $983 | $3,584-72.6% | $4,904-80.0% | $4,645-78.8% |