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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 | $30,178 | $53,128-43.2% | $86,582-65.1% | $70,126-57.0% |
| Participation rate | 81.1% | 65.3%+15.8pp | 73.5%+7.5pp | 69.5%+11.5pp |
| Annual return | 17.31% | 27.66%-10.4pp | 965.08%-947.8pp | 73.15%-55.8pp |
| Employer contribution / active EE | $941 | $2,068-54.5% | $2,839-66.9% | $2,343-59.8% |
| Participant deferral / active EE | $2,043 | $2,695-24.2% | $3,609-43.4% | $3,332-38.7% |
| Admin fee / account holder | $839 | $3,584-76.6% | $4,904-82.9% | $4,645-81.9% |