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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 | $27,660 | $53,128-47.9% | $86,582-68.1% | $70,126-60.6% |
| Participation rate | 75.5% | 65.3%+10.2pp | 73.5%+2.0pp | 69.5%+6.0pp |
| Annual return | 17.47% | 27.66%-10.2pp | 965.08%-947.6pp | 73.15%-55.7pp |
| Employer contribution / active EE | $884 | $2,068-57.3% | $2,839-68.9% | $2,343-62.3% |
| Participant deferral / active EE | $2,219 | $2,695-17.7% | $3,609-38.5% | $3,332-33.4% |
| Admin fee / account holder | $1,754 | $3,584-51.1% | $4,904-64.2% | $4,645-62.2% |