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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 | $29,145 | $65,428-55.5% | $169,390-82.8% | $71,511-59.2% |
| Participation rate | 83.2% | 66.9%+16.3pp | 77.2%+6.0pp | 67.9%+15.2pp |
| Annual return | 17.94% | 21.35%-3.4pp | 406.07%-388.1pp | 28.86%-10.9pp |
| Employer contribution / active EE | $1,547 | $2,064-25.1% | $4,013-61.5% | $2,589-40.3% |
| Participant deferral / active EE | $2,943 | $4,360-32.5% | $6,222-52.7% | $4,291-31.4% |
| Admin fee / account holder | $1,287 | $1,328-3.1% | $9,015-85.7% | $1,588-19.0% |