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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 | $29,588 | $53,128-44.3% | $86,582-65.8% | $70,126-57.8% |
| Participation rate | 90.5% | 65.3%+25.2pp | 73.5%+16.9pp | 69.5%+20.9pp |
| Annual return | 15.43% | 27.66%-12.2pp | 965.08%-949.7pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,039 | $2,068-49.8% | $2,839-63.4% | $2,343-55.7% |
| Participant deferral / active EE | $1,549 | $2,695-42.5% | $3,609-57.1% | $3,332-53.5% |
| Admin fee / account holder | $2,289 | $3,584-36.1% | $4,904-53.3% | $4,645-50.7% |