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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 | $22,291 | $48,314-53.9% | $67,561-67.0% | $80,925-72.5% |
| Participation rate | 87.5% | 66.4%+21.1pp | 72.9%+14.6pp | 67.7%+19.8pp |
| Annual return | 16.73% | 18.28%-1.6pp | 3525.44%-3508.7pp | 35.65%-18.9pp |
| Employer contribution / active EE | $1,117 | $2,022-44.8% | $2,735-59.2% | $2,756-59.5% |
| Participant deferral / active EE | $1,061 | $2,927-63.8% | $4,003-73.5% | $4,299-75.3% |
| Admin fee / account holder | $1,914 | $3,690-48.1% | $4,006-52.2% | $6,940-72.4% |