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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 | $15,130 | $85,206-82.2% | $172,745-91.2% | $72,986-79.3% |
| Participation rate | 97.6% | 70.1%+27.6pp | 82.6%+15.0pp | 69.5%+28.1pp |
| Annual return | 28.11% | 27.32%+0.8pp | 802.90%-774.8pp | 81.01%-52.9pp |
| Employer contribution / active EE | $859 | $3,325-74.2% | $5,144-83.3% | $2,440-64.8% |
| Participant deferral / active EE | $2,308 | $3,260-29.2% | $5,197-55.6% | $3,607-36.0% |
| Admin fee / account holder | $1,162 | $5,883-80.2% | $13,954-91.7% | $5,124-77.3% |