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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 | $26,873 | $85,766-68.7% | $136,297-80.3% | $70,131-61.7% |
| Participation rate | 88.6% | 74.2%+14.5pp | 81.9%+6.7pp | 69.5%+19.1pp |
| Annual return | 18.49% | 31.45%-13.0pp | 5156.16%-5137.7pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,971 | $2,966-33.5% | $4,696-58.0% | $2,342-15.8% |
| Participant deferral / active EE | $3,158 | $5,051-37.5% | $6,247-49.4% | $3,332-5.2% |
| Admin fee / account holder | $1,013 | $5,420-81.3% | $9,244-89.0% | $4,645-78.2% |