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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 | $27,080 | $106,267-74.5% | $96,520-71.9% | $139,456-80.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 16.60% | 38.45%-21.9pp | 35.72%-19.1pp | 373.45%-356.9pp |
| Employer contribution / active EE | $1,881 | $4,105-54.2% | $3,739-49.7% | $4,753-60.4% |
| Participant deferral / active EE | $2,172 | $5,454-60.2% | $4,879-55.5% | $6,711-67.6% |
| Admin fee / account holder | $770 | $7,882-90.2% | $6,733-88.6% | $11,407-93.2% |