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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 | $29,379 | $77,908-62.3% | $149,696-80.4% | $75,173-60.9% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 17.13% | 31.73%-14.6pp | 134.46%-117.3pp | 160.72%-143.6pp |
| Employer contribution / active EE | $1,447 | $3,138-53.9% | $4,821-70.0% | $2,671-45.8% |
| Participant deferral / active EE | $2,481 | $3,411-27.3% | $5,682-56.3% | $4,126-39.9% |
| Admin fee / account holder | $1,685 | $5,950-71.7% | $13,212-87.2% | $5,651-70.2% |