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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 | $21,539 | $95,383-77.4% | $185,837-88.4% | $85,856-74.9% |
| Participation rate | 95.3% | 68.8%+26.6pp | 81.7%+13.6pp | 69.3%+26.0pp |
| Annual return | 12.70% | 23.59%-10.9pp | 122.08%-109.4pp | 318.58%-305.9pp |
| Employer contribution / active EE | $1,440 | $3,313-56.5% | $5,168-72.1% | $2,565-43.9% |
| Participant deferral / active EE | $3,053 | $3,423-10.8% | $5,568-45.2% | $3,952-22.7% |
| Admin fee / account holder | $3,890 | $7,213-46.1% | $16,241-76.1% | $6,261-37.9% |