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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 | $29,250 | $45,152-35.2% | $73,836-60.4% | $59,633-51.0% |
| Participation rate | 85.7% | 64.0%+21.7pp | 73.4%+12.3pp | 68.7%+17.0pp |
| Annual return | 2.37% | 27.40%-25.0pp | 2268.06%-2265.7pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $975 | $1,901-48.7% | $2,787-65.0% | $2,203-55.7% |
| Participant deferral / active EE | $2,308 | $2,573-10.3% | $3,583-35.6% | $3,192-27.7% |
| Admin fee / account holder | $5,377 | $3,515+53.0% | $4,882+10.1% | $4,297+25.1% |