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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 | $30,879 | $53,128-41.9% | $86,582-64.3% | $70,126-56.0% |
| Participation rate | 84.6% | 65.3%+19.3pp | 73.5%+11.1pp | 69.5%+15.1pp |
| Annual return | 15.33% | 27.66%-12.3pp | 965.08%-949.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $1,042 | $2,068-49.6% | $2,839-63.3% | $2,343-55.5% |
| Participant deferral / active EE | $4,846 | $2,695+79.8% | $3,609+34.3% | $3,332+45.5% |
| Admin fee / account holder | $1,848 | $3,584-48.4% | $4,904-62.3% | $4,645-60.2% |