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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 | $25,585 | $88,672-71.1% | $105,223-75.7% | $82,448-69.0% |
| Participation rate | 88.3% | 67.9%+20.4pp | 75.0%+13.3pp | 68.1%+20.2pp |
| Annual return | 17.08% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,108 | $3,048-63.6% | $3,689-70.0% | $2,551-56.6% |
| Participant deferral / active EE | $2,953 | $4,036-26.8% | $5,072-41.8% | $4,139-28.7% |
| Admin fee / account holder | $1,736 | $7,146-75.7% | $8,859-80.4% | $7,234-76.0% |