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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 | $15,456 | $100,901-84.7% | $75,501-79.5% | $147,586-89.5% |
| Participation rate | 94.1% | 77.1%+17.0pp | 72.4%+21.8pp | 82.8%+11.3pp |
| Annual return | 18.25% | 35.78%-17.5pp | 27.35%-9.1pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,037 | $3,253-68.1% | $2,352-55.9% | $4,876-78.7% |
| Participant deferral / active EE | $1,962 | $4,027-51.3% | $3,142-37.6% | $5,439-63.9% |
| Admin fee / account holder | $573 | $11,285-94.9% | $5,801-90.1% | $10,886-94.7% |