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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 | $58,359 | $85,171-31.5% | $172,753-66.2% | $72,976-20.0% |
| Participation rate | 93.1% | 70.1%+23.0pp | 82.6%+10.5pp | 69.5%+23.6pp |
| Annual return | 17.15% | 27.32%-10.2pp | 803.00%-785.8pp | 81.02%-63.9pp |
| Employer contribution / active EE | $1,814 | $3,324-45.4% | $5,144-64.7% | $2,440-25.6% |
| Participant deferral / active EE | $2,512 | $3,260-22.9% | $5,198-51.7% | $3,608-30.4% |
| Admin fee / account holder | $6,774 | $5,880+15.2% | $13,956-51.5% | $5,124+32.2% |