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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 | $23,780 | $53,127-55.2% | $86,597-72.5% | $70,131-66.1% |
| Participation rate | 81.6% | 65.3%+16.3pp | 73.5%+8.0pp | 69.5%+12.0pp |
| Annual return | 17.26% | 27.66%-10.4pp | 964.96%-947.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,041 | $2,068-49.7% | $2,840-63.3% | $2,342-55.6% |
| Participant deferral / active EE | $1,717 | $2,696-36.3% | $3,609-52.4% | $3,332-48.5% |
| Admin fee / account holder | $1,637 | $3,585-54.3% | $4,906-66.6% | $4,645-64.8% |