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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 | $31,738 | $53,837-41.0% | $75,714-58.1% | $85,847-63.0% |
| Participation rate | 95.9% | 69.1%+26.9pp | 74.8%+21.1pp | 69.3%+26.6pp |
| Annual return | 13.55% | 24.54%-11.0pp | 104.62%-91.1pp | 318.61%-305.1pp |
| Employer contribution / active EE | $594 | $2,017-70.5% | $2,744-78.3% | $2,565-76.8% |
| Participant deferral / active EE | $1,189 | $2,895-58.9% | $3,820-68.9% | $3,952-69.9% |
| Admin fee / account holder | $1,175 | $3,339-64.8% | $3,619-67.5% | $6,261-81.2% |