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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 | $26,935 | $56,197-52.1% | $67,652-60.2% | $59,633-54.8% |
| Participation rate | 81.1% | 71.5%+9.7pp | 75.7%+5.5pp | 68.7%+12.5pp |
| Annual return | 11.28% | 18508.10%-18496.8pp | 6625.40%-6614.1pp | 2041.45%-2030.2pp |
| Employer contribution / active EE | $1,057 | $1,615-34.5% | $2,266-53.3% | $2,203-52.0% |
| Participant deferral / active EE | $2,364 | $2,844-16.9% | $3,560-33.6% | $3,192-25.9% |
| Admin fee / account holder | $3,129 | $3,958-21.0% | $4,821-35.1% | $4,297-27.2% |