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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 | $35,463 | $48,327-26.6% | $67,575-47.5% | $80,935-56.2% |
| Participation rate | 84.8% | 66.4%+18.4pp | 72.9%+11.9pp | 67.7%+17.2pp |
| Annual return | 21.58% | 18.31%+3.3pp | 3528.98%-3507.4pp | 35.66%-14.1pp |
| Employer contribution / active EE | $895 | $2,022-55.7% | $2,736-67.3% | $2,757-67.5% |
| Participant deferral / active EE | $2,641 | $2,927-9.8% | $4,003-34.0% | $4,299-38.6% |
| Admin fee / account holder | $1,314 | $3,692-64.4% | $3,993-67.1% | $6,924-81.0% |