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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 | $15,463 | $58,311-73.5% | $81,882-81.1% | $80,959-80.9% |
| Participation rate | 92.6% | 63.5%+29.1pp | 72.4%+20.2pp | 67.7%+24.9pp |
| Annual return | 18.15% | 41.85%-23.7pp | 779.47%-761.3pp | 35.67%-17.5pp |
| Employer contribution / active EE | $1,587 | $2,347-32.4% | $2,916-45.6% | $2,757-42.4% |
| Participant deferral / active EE | $1,113 | $3,287-66.1% | $4,323-74.3% | $4,300-74.1% |
| Admin fee / account holder | $1,594 | $4,752-66.5% | $7,360-78.3% | $6,925-77.0% |