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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 | $21,168 | $91,198-76.8% | $178,503-88.1% | $79,856-73.5% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.2pp |
| Annual return | 40.00% | 24.20%+15.8pp | 151.12%-111.1pp | 31.71%+8.3pp |
| Employer contribution / active EE | $1,066 | $3,257-67.3% | $5,011-78.7% | $2,471-56.9% |
| Participant deferral / active EE | $1,423 | $3,237-56.0% | $5,202-72.6% | $3,741-62.0% |
| Admin fee / account holder | $681 | $6,748-89.9% | $13,987-95.1% | $5,306-87.2% |