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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 | $27,339 | $84,236-67.5% | $170,439-84.0% | $70,124-61.0% |
| Participation rate | 96.2% | 70.8%+25.4pp | 83.6%+12.6pp | 69.5%+26.7pp |
| Annual return | 14.55% | 23.06%-8.5pp | 205.94%-191.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,603 | $3,387-52.7% | $5,433-70.5% | $2,342-31.6% |
| Participant deferral / active EE | $1,056 | $3,086-65.8% | $4,939-78.6% | $3,332-68.3% |
| Admin fee / account holder | $682 | $5,698-88.0% | $13,881-95.1% | $4,645-85.3% |