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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 | $28,248 | $85,766-67.1% | $136,298-79.3% | $70,126-59.7% |
| Participation rate | 73.0% | 74.2%-1.2pp | 81.9%-8.9pp | 69.5%+3.4pp |
| Annual return | 15.21% | 31.46%-16.2pp | 5156.27%-5141.1pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,125 | $2,966-62.1% | $4,696-76.1% | $2,343-52.0% |
| Participant deferral / active EE | $2,725 | $5,051-46.0% | $6,247-56.4% | $3,332-18.2% |
| Admin fee / account holder | $1,398 | $5,421-74.2% | $9,244-84.9% | $4,645-69.9% |