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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 | $40,524 | $48,011-15.6% | $63,803-36.5% | $82,637-51.0% |
| Participation rate | 88.2% | 66.6%+21.7pp | 72.7%+15.5pp | 68.1%+20.2pp |
| Annual return | 12.59% | 19.84%-7.2pp | 543.72%-531.1pp | 53.51%-40.9pp |
| Employer contribution / active EE | $865 | $1,904-54.6% | $2,532-65.8% | $2,552-66.1% |
| Participant deferral / active EE | $2,264 | $2,846-20.5% | $3,843-41.1% | $4,126-45.1% |
| Admin fee / account holder | $444 | $3,873-88.5% | $5,196-91.5% | $7,339-93.9% |