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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 | $31,723 | $48,327-34.4% | $67,575-53.1% | $80,935-60.8% |
| Participation rate | 82.9% | 66.4%+16.4pp | 72.9%+9.9pp | 67.7%+15.2pp |
| Annual return | 13.59% | 18.31%-4.7pp | 3528.98%-3515.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,406 | $2,022-30.5% | $2,736-48.6% | $2,757-49.0% |
| Participant deferral / active EE | $2,275 | $2,927-22.3% | $4,003-43.2% | $4,299-47.1% |
| Admin fee / account holder | $3,555 | $3,692-3.7% | $3,993-11.0% | $6,924-48.7% |