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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 | $18,091 | $50,554-64.2% | $67,681-73.3% | $87,485-79.3% |
| Participation rate | 92.8% | 67.7%+25.1pp | 73.7%+19.0pp | 68.9%+23.8pp |
| Annual return | 29.15% | 17.81%+11.3pp | 590.58%-561.4pp | 26.06%+3.1pp |
| Employer contribution / active EE | $1,215 | $1,988-38.9% | $2,678-54.6% | $2,596-53.2% |
| Participant deferral / active EE | $2,643 | $2,961-10.7% | $3,976-33.5% | $4,274-38.1% |
| Admin fee / account holder | $1,840 | $4,132-55.5% | $6,100-69.8% | $7,775-76.3% |