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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 | $16,585 | $48,327-65.7% | $67,575-75.5% | $80,935-79.5% |
| Participation rate | 82.9% | 66.4%+16.5pp | 72.9%+10.0pp | 67.7%+15.2pp |
| Annual return | 12.15% | 18.31%-6.2pp | 3528.98%-3516.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,444 | $2,022-28.6% | $2,736-47.2% | $2,757-47.6% |
| Participant deferral / active EE | $2,521 | $2,927-13.9% | $4,003-37.0% | $4,299-41.4% |
| Admin fee / account holder | $1,524 | $3,692-58.7% | $3,993-61.8% | $6,924-78.0% |