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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 | $31,504 | $84,236-62.6% | $170,435-81.5% | $70,126-55.1% |
| Participation rate | 91.5% | 70.8%+20.7pp | 83.6%+7.9pp | 69.5%+22.0pp |
| Annual return | 25.49% | 23.06%+2.4pp | 205.94%-180.5pp | 73.15%-47.7pp |
| Employer contribution / active EE | $1,000 | $3,387-70.5% | $5,432-81.6% | $2,343-57.3% |
| Participant deferral / active EE | $1,238 | $3,086-59.9% | $4,939-74.9% | $3,332-62.8% |
| Admin fee / account holder | $1,486 | $5,698-73.9% | $13,881-89.3% | $4,645-68.0% |