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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 | $47,184 | $74,661-36.8% | $160,784-70.7% | $67,986-30.6% |
| Participation rate | 99.1% | 57.1%+42.0pp | 77.0%+22.2pp | 57.2%+41.9pp |
| Annual return | 15.78% | 28.83%-13.0pp | 1803.92%-1788.1pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,884 | $1,829+3.0% | $3,733-49.5% | $2,019-6.7% |
| Participant deferral / active EE | $3,544 | $3,681-3.7% | $6,293-43.7% | $3,358+5.5% |
| Admin fee / account holder | $7,566 | $3,959+91.1% | $9,717-22.1% | $3,203+136.2% |