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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 | $27,391 | $85,766-68.1% | $136,298-79.9% | $70,126-60.9% |
| Participation rate | 88.7% | 74.2%+14.5pp | 81.9%+6.8pp | 69.5%+19.1pp |
| Annual return | 17.49% | 31.46%-14.0pp | 5156.27%-5138.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,784 | $2,966-39.8% | $4,696-62.0% | $2,343-23.8% |
| Participant deferral / active EE | $2,662 | $5,051-47.3% | $6,247-57.4% | $3,332-20.1% |
| Admin fee / account holder | $2,504 | $5,421-53.8% | $9,244-72.9% | $4,645-46.1% |