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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 | $24,425 | $103,393-76.4% | $87,103-72.0% | $152,909-84.0% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.9%+18.1pp | 82.5%+12.5pp |
| Annual return | 16.78% | 28.10%-11.3pp | 28.19%-11.4pp | 345.46%-328.7pp |
| Employer contribution / active EE | $1,556 | $3,221-51.7% | $2,521-38.3% | $4,764-67.3% |
| Participant deferral / active EE | $2,347 | $4,778-50.9% | $4,049-42.0% | $5,851-59.9% |
| Admin fee / account holder | $6,798 | $12,195-44.3% | $7,491-9.3% | $11,601-41.4% |