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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 | $20,237 | $45,152-55.2% | $73,836-72.6% | $59,633-66.1% |
| Participation rate | 79.2% | 64.0%+15.1pp | 73.4%+5.7pp | 68.7%+10.5pp |
| Annual return | 2.85% | 27.40%-24.6pp | 2268.06%-2265.2pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $1,380 | $1,901-27.4% | $2,787-50.5% | $2,203-37.3% |
| Participant deferral / active EE | $1,864 | $2,573-27.5% | $3,583-48.0% | $3,192-41.6% |
| Admin fee / account holder | $862 | $3,515-75.5% | $4,882-82.3% | $4,297-79.9% |