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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 | $27,773 | $55,889-50.3% | $76,119-63.5% | $80,935-65.7% |
| Participation rate | 71.0% | 62.1%+8.9pp | 69.1%+1.9pp | 67.7%+3.3pp |
| Annual return | 18.90% | 20.58%-1.7pp | 361.25%-342.3pp | 35.66%-16.8pp |
| Employer contribution / active EE | $1,311 | $1,866-29.7% | $2,693-51.3% | $2,757-52.4% |
| Participant deferral / active EE | $1,911 | $3,051-37.4% | $4,259-55.1% | $4,299-55.5% |
| Admin fee / account holder | $998 | $5,241-81.0% | $6,421-84.5% | $6,924-85.6% |