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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 | $20,860 | $77,920-73.2% | $149,723-86.1% | $75,177-72.3% |
| Participation rate | 80.6% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.4pp |
| Annual return | 280.84% | 31.72%+249.1pp | 134.50%+146.3pp | 160.75%+120.1pp |
| Employer contribution / active EE | $1,168 | $3,138-62.8% | $4,821-75.8% | $2,671-56.3% |
| Participant deferral / active EE | $1,396 | $3,411-59.1% | $5,682-75.4% | $4,126-66.2% |
| Admin fee / account holder | $8,742 | $5,951+46.9% | $13,215-33.8% | $5,651+54.7% |