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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 | $43,954 | $85,766-48.8% | $136,298-67.8% | $70,126-37.3% |
| Participation rate | 81.3% | 74.2%+7.1pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 16.41% | 31.46%-15.0pp | 5156.27%-5139.9pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,143 | $2,966-61.5% | $4,696-75.7% | $2,343-51.2% |
| Participant deferral / active EE | $5,424 | $5,051+7.4% | $6,247-13.2% | $3,332+62.8% |
| Admin fee / account holder | $1,847 | $5,421-65.9% | $9,244-80.0% | $4,645-60.2% |