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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 | $27,467 | $49,896-45.0% | $80,627-65.9% | $75,173-63.5% |
| Participation rate | 96.3% | 55.3%+41.0pp | 67.0%+29.3pp | 67.2%+29.1pp |
| Annual return | 15.25% | 34.67%-19.4pp | 936.76%-921.5pp | 160.72%-145.5pp |
| Employer contribution / active EE | $767 | $1,699-54.8% | $2,723-71.8% | $2,671-71.3% |
| Participant deferral / active EE | $2,872 | $2,992-4.0% | $4,443-35.4% | $4,126-30.4% |
| Admin fee / account holder | $1,482 | $3,578-58.6% | $5,381-72.5% | $5,651-73.8% |