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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 | $33,372 | $45,152-26.1% | $73,836-54.8% | $59,633-44.0% |
| Participation rate | 91.7% | 64.0%+27.6pp | 73.4%+18.2pp | 68.7%+23.0pp |
| Annual return | 2.92% | 27.40%-24.5pp | 2268.06%-2265.1pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $1,791 | $1,901-5.8% | $2,787-35.8% | $2,203-18.7% |
| Participant deferral / active EE | $802 | $2,573-68.8% | $3,583-77.6% | $3,192-74.9% |
| Admin fee / account holder | $1,391 | $3,515-60.4% | $4,882-71.5% | $4,297-67.6% |