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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 | $28,897 | $85,766-66.3% | $136,298-78.8% | $70,126-58.8% |
| Participation rate | 88.2% | 74.2%+14.1pp | 81.9%+6.3pp | 69.5%+18.7pp |
| Annual return | 23.15% | 31.46%-8.3pp | 5156.27%-5133.1pp | 73.15%-50.0pp |
| Employer contribution / active EE | $1,011 | $2,966-65.9% | $4,696-78.5% | $2,343-56.8% |
| Participant deferral / active EE | $5,270 | $5,051+4.3% | $6,247-15.6% | $3,332+58.2% |
| Admin fee / account holder | $1,991 | $5,421-63.3% | $9,244-78.5% | $4,645-57.1% |