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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 | $19,806 | $85,171-76.7% | $172,753-88.5% | $72,976-72.9% |
| Participation rate | 96.4% | 70.1%+26.4pp | 82.6%+13.8pp | 69.5%+26.9pp |
| Annual return | 21.83% | 27.32%-5.5pp | 803.00%-781.2pp | 81.02%-59.2pp |
| Employer contribution / active EE | $1,821 | $3,324-45.2% | $5,144-64.6% | $2,440-25.4% |
| Participant deferral / active EE | $2,896 | $3,260-11.2% | $5,198-44.3% | $3,608-19.7% |
| Admin fee / account holder | $358 | $5,880-93.9% | $13,956-97.4% | $5,124-93.0% |