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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 | $33,436 | $55,457-39.7% | $77,361-56.8% | $94,015-64.4% |
| Participation rate | 72.1% | 69.8%+2.3pp | 75.0%-2.8pp | 70.8%+1.3pp |
| Annual return | 10.88% | 15.57%-4.7pp | 1011.54%-1000.7pp | 17.84%-7.0pp |
| Employer contribution / active EE | $704 | $2,255-68.8% | $2,990-76.5% | $2,790-74.8% |
| Participant deferral / active EE | $1,492 | $3,069-51.4% | $3,911-61.8% | $4,249-64.9% |
| Admin fee / account holder | $2,548 | $4,334-41.2% | $5,894-56.8% | $8,951-71.5% |