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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 | $28,577 | $84,236-66.1% | $170,435-83.2% | $70,126-59.2% |
| Participation rate | 84.8% | 70.8%+14.0pp | 83.6%+1.2pp | 69.5%+15.2pp |
| Annual return | 25.59% | 23.06%+2.5pp | 205.94%-180.4pp | 73.15%-47.6pp |
| Employer contribution / active EE | $1,261 | $3,387-62.8% | $5,432-76.8% | $2,343-46.2% |
| Participant deferral / active EE | $2,949 | $3,086-4.4% | $4,939-40.3% | $3,332-11.5% |
| Admin fee / account holder | $1,994 | $5,698-65.0% | $13,881-85.6% | $4,645-57.1% |