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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 | $38,439 | $85,766-55.2% | $136,298-71.8% | $70,126-45.2% |
| Participation rate | 97.0% | 74.2%+22.9pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 17.07% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $2,291 | $2,966-22.8% | $4,696-51.2% | $2,343-2.2% |
| Participant deferral / active EE | $3,853 | $5,051-23.7% | $6,247-38.3% | $3,332+15.6% |
| Admin fee / account holder | $369 | $5,421-93.2% | $9,244-96.0% | $4,645-92.1% |