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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 | $34,463 | $85,206-59.6% | $172,745-80.0% | $72,986-52.8% |
| Participation rate | 98.4% | 70.1%+28.4pp | 82.6%+15.8pp | 69.5%+29.0pp |
| Annual return | 22.14% | 27.32%-5.2pp | 802.90%-780.8pp | 81.01%-58.9pp |
| Employer contribution / active EE | $1,577 | $3,325-52.6% | $5,144-69.3% | $2,440-35.4% |
| Participant deferral / active EE | $2,190 | $3,260-32.8% | $5,197-57.9% | $3,607-39.3% |
| Admin fee / account holder | $797 | $5,883-86.4% | $13,954-94.3% | $5,124-84.4% |