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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 | $48,284-34.3% | $67,524-53.0% | $80,911-60.8% |
| Participation rate | 82.9% | 66.4%+16.5pp | 72.9%+10.0pp | 67.6%+15.2pp |
| Annual return | 13.59% | 18.27%-4.7pp | 3519.41%-3505.8pp | 35.63%-22.0pp |
| Employer contribution / active EE | $1,406 | $2,021-30.5% | $2,734-48.6% | $2,756-49.0% |
| Participant deferral / active EE | $2,275 | $2,927-22.3% | $4,001-43.1% | $4,297-47.1% |
| Admin fee / account holder | $3,555 | $3,688-3.6% | $4,001-11.1% | $6,935-48.7% |