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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 | $13,966 | $85,171-83.6% | $172,753-91.9% | $72,976-80.9% |
| Participation rate | 96.9% | 70.1%+26.8pp | 82.6%+14.2pp | 69.5%+27.4pp |
| Annual return | 21.20% | 27.32%-6.1pp | 803.00%-781.8pp | 81.02%-59.8pp |
| Employer contribution / active EE | $1,744 | $3,324-47.5% | $5,144-66.1% | $2,440-28.5% |
| Participant deferral / active EE | $1,796 | $3,260-44.9% | $5,198-65.4% | $3,608-50.2% |
| Admin fee / account holder | $1,105 | $5,880-81.2% | $13,956-92.1% | $5,124-78.4% |