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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 | $25,658 | $55,457-53.7% | $77,361-66.8% | $94,015-72.7% |
| Participation rate | 95.1% | 69.8%+25.3pp | 75.0%+20.1pp | 70.8%+24.3pp |
| Annual return | 19.04% | 15.57%+3.5pp | 1011.54%-992.5pp | 17.84%+1.2pp |
| Employer contribution / active EE | $1,515 | $2,255-32.8% | $2,990-49.3% | $2,790-45.7% |
| Participant deferral / active EE | $1,683 | $3,069-45.2% | $3,911-57.0% | $4,249-60.4% |
| Admin fee / account holder | $1,449 | $4,334-66.6% | $5,894-75.4% | $8,951-83.8% |