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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 | $27,080 | $56,200-51.8% | $67,653-60.0% | $59,633-54.6% |
| Participation rate | 76.7% | 71.5%+5.3pp | 75.7%+1.1pp | 68.7%+8.1pp |
| Annual return | 6.90% | 18506.71%-18499.8pp | 6625.22%-6618.3pp | 2041.40%-2034.5pp |
| Employer contribution / active EE | $622 | $1,615-61.5% | $2,266-72.5% | $2,203-71.7% |
| Participant deferral / active EE | $2,601 | $2,843-8.5% | $3,560-26.9% | $3,192-18.5% |
| Admin fee / account holder | $14,924 | $3,959+277.0% | $4,821+209.6% | $4,297+247.3% |