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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 | $33,897 | $77,908-56.5% | $149,696-77.4% | $75,173-54.9% |
| Participation rate | 95.7% | 65.6%+30.1pp | 78.8%+16.9pp | 67.2%+28.4pp |
| Annual return | 16.44% | 31.73%-15.3pp | 134.46%-118.0pp | 160.72%-144.3pp |
| Employer contribution / active EE | $806 | $3,138-74.3% | $4,821-83.3% | $2,671-69.8% |
| Participant deferral / active EE | $2,277 | $3,411-33.2% | $5,682-59.9% | $4,126-44.8% |
| Admin fee / account holder | $1,726 | $5,950-71.0% | $13,212-86.9% | $5,651-69.5% |