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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 | $32,504 | $85,171-61.8% | $172,753-81.2% | $72,976-55.5% |
| Participation rate | 91.1% | 70.1%+21.0pp | 82.6%+8.5pp | 69.5%+21.6pp |
| Annual return | 20.83% | 27.32%-6.5pp | 803.00%-782.2pp | 81.02%-60.2pp |
| Employer contribution / active EE | $1,447 | $3,324-56.5% | $5,144-71.9% | $2,440-40.7% |
| Participant deferral / active EE | $1,901 | $3,260-41.7% | $5,198-63.4% | $3,608-47.3% |
| Admin fee / account holder | $1,584 | $5,880-73.1% | $13,956-88.7% | $5,124-69.1% |