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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 | $16,574 | $84,236-80.3% | $170,435-90.3% | $70,126-76.4% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 54.70% | 23.06%+31.6pp | 205.94%-151.2pp | 73.15%-18.5pp |
| Employer contribution / active EE | $1,722 | $3,387-49.2% | $5,432-68.3% | $2,343-26.5% |
| Participant deferral / active EE | $3,150 | $3,086+2.1% | $4,939-36.2% | $3,332-5.4% |
| Admin fee / account holder | $1,618 | $5,698-71.6% | $13,881-88.3% | $4,645-65.2% |