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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 | $46,280 | $51,184-9.6% | $66,439-30.3% | $86,983-46.8% |
| Participation rate | 93.4% | 68.5%+25.0pp | 74.5%+18.9pp | 69.5%+23.9pp |
| Annual return | 12.10% | 17.07%-5.0pp | 757.66%-745.6pp | 25.83%-13.7pp |
| Employer contribution / active EE | $664 | $2,023-67.2% | $2,637-74.8% | $2,584-74.3% |
| Participant deferral / active EE | $1,786 | $2,927-39.0% | $3,876-53.9% | $4,194-57.4% |
| Admin fee / account holder | $3,677 | $4,154-11.5% | $6,173-40.4% | $7,856-53.2% |