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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 | $20,105 | $75,962-73.5% | $154,108-87.0% | $64,173-68.7% |
| Participation rate | 94.3% | 70.4%+23.9pp | 83.0%+11.2pp | 69.6%+24.7pp |
| Annual return | 6.25% | 30.32%-24.1pp | 735.21%-729.0pp | 7.63%-1.4pp |
| Employer contribution / active EE | $1,914 | $3,350-42.9% | $5,298-63.9% | $2,381-19.6% |
| Participant deferral / active EE | $1,048 | $3,175-67.0% | $5,081-79.4% | $3,470-69.8% |
| Admin fee / account holder | $1,962 | $5,589-64.9% | $13,411-85.4% | $4,887-59.8% |