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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% | $136,295-79.9% | $70,131-60.9% |
| Participation rate | 88.7% | 74.2%+14.5pp | 81.9%+6.8pp | 69.5%+19.1pp |
| Annual return | 17.49% | 31.45%-14.0pp | 5155.97%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,784 | $2,966-39.8% | $4,695-62.0% | $2,342-23.8% |
| Participant deferral / active EE | $2,662 | $5,051-47.3% | $6,247-57.4% | $3,332-20.1% |
| Admin fee / account holder | $2,504 | $5,420-53.8% | $9,243-72.9% | $4,645-46.1% |