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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 | $51,184-64.7% | $66,439-72.8% | $86,983-79.2% |
| Participation rate | 92.8% | 68.5%+24.3pp | 74.5%+18.3pp | 69.5%+23.2pp |
| Annual return | 29.15% | 17.07%+12.1pp | 757.66%-728.5pp | 25.83%+3.3pp |
| Employer contribution / active EE | $1,215 | $2,023-39.9% | $2,637-53.9% | $2,584-53.0% |
| Participant deferral / active EE | $2,643 | $2,927-9.7% | $3,876-31.8% | $4,194-37.0% |
| Admin fee / account holder | $1,840 | $4,154-55.7% | $6,173-70.2% | $7,856-76.6% |