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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 | $47,833 | $84,236-43.2% | $170,435-71.9% | $70,126-31.8% |
| Participation rate | 98.8% | 70.8%+28.0pp | 83.6%+15.2pp | 69.5%+29.3pp |
| Annual return | 12.51% | 23.06%-10.6pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $1,408 | $3,387-58.4% | $5,432-74.1% | $2,343-39.9% |
| Participant deferral / active EE | $2,595 | $3,086-15.9% | $4,939-47.5% | $3,332-22.1% |
| Admin fee / account holder | $1,306 | $5,698-77.1% | $13,881-90.6% | $4,645-71.9% |