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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 | $25,591 | $52,580-51.3% | $71,671-64.3% | $70,126-63.5% |
| Participation rate | 90.0% | 60.9%+29.1pp | 68.7%+21.3pp | 69.5%+20.5pp |
| Annual return | 47.56% | 20.25%+27.3pp | 20.65%+26.9pp | 73.15%-25.6pp |
| Employer contribution / active EE | $1,020 | $1,616-36.9% | $2,460-58.5% | $2,343-56.5% |
| Participant deferral / active EE | $2,696 | $2,386+13.0% | $3,438-21.6% | $3,332-19.1% |
| Admin fee / account holder | $1,104 | $3,653-69.8% | $5,558-80.1% | $4,645-76.2% |