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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 | $28,374 | $48,337-41.3% | $67,560-58.0% | $80,959-65.0% |
| Participation rate | 90.6% | 66.4%+24.1pp | 72.9%+17.6pp | 67.7%+22.9pp |
| Annual return | 18.14% | 18.26%-0.1pp | 3533.50%-3515.4pp | 35.67%-17.5pp |
| Employer contribution / active EE | $1,426 | $2,023-29.5% | $2,737-47.9% | $2,757-48.3% |
| Participant deferral / active EE | $2,705 | $2,928-7.6% | $4,004-32.4% | $4,300-37.1% |
| Admin fee / account holder | $16,983 | $3,695+359.6% | $3,994+325.2% | $6,925+145.2% |