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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 | $29,802 | $106,280-72.0% | $96,538-69.1% | $139,487-78.6% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 17.63% | 38.48%-20.9pp | 35.74%-18.1pp | 373.84%-356.2pp |
| Employer contribution / active EE | $1,620 | $4,107-60.6% | $3,740-56.7% | $4,755-65.9% |
| Participant deferral / active EE | $2,071 | $5,457-62.1% | $4,880-57.6% | $6,713-69.2% |
| Admin fee / account holder | $1,544 | $7,888-80.4% | $6,737-77.1% | $11,407-86.5% |