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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 | $30,328 | $95,406-68.2% | $185,849-83.7% | $85,847-64.7% |
| Participation rate | 86.8% | 68.8%+18.1pp | 81.7%+5.1pp | 69.3%+17.5pp |
| Annual return | 21.05% | 23.59%-2.5pp | 122.10%-101.0pp | 318.61%-297.6pp |
| Employer contribution / active EE | $1,762 | $3,314-46.8% | $5,169-65.9% | $2,565-31.3% |
| Participant deferral / active EE | $1,635 | $3,424-52.2% | $5,569-70.6% | $3,952-58.6% |
| Admin fee / account holder | $1,001 | $7,214-86.1% | $16,244-93.8% | $6,261-84.0% |