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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 | $41,500 | $78,670-47.2% | $109,173-62.0% | $85,847-51.7% |
| Participation rate | 97.1% | 68.3%+28.9pp | 75.9%+21.3pp | 69.3%+27.8pp |
| Annual return | 14.15% | 25.09%-10.9pp | 25.75%-11.6pp | 318.61%-304.5pp |
| Employer contribution / active EE | $833 | $2,734-69.5% | $3,723-77.6% | $2,565-67.5% |
| Participant deferral / active EE | $2,889 | $3,467-16.7% | $4,654-37.9% | $3,952-26.9% |
| Admin fee / account holder | $1,286 | $5,469-76.5% | $6,755-81.0% | $6,261-79.5% |