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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 | $51,184-49.9% | $66,439-61.4% | $86,983-70.5% |
| Participation rate | 95.1% | 68.5%+26.6pp | 74.5%+20.6pp | 69.5%+25.5pp |
| Annual return | 19.04% | 17.07%+2.0pp | 757.66%-738.6pp | 25.83%-6.8pp |
| Employer contribution / active EE | $1,515 | $2,023-25.1% | $2,637-42.5% | $2,584-41.4% |
| Participant deferral / active EE | $1,683 | $2,927-42.5% | $3,876-56.6% | $4,194-59.9% |
| Admin fee / account holder | $1,449 | $4,154-65.1% | $6,173-76.5% | $7,856-81.6% |