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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 | $23,418 | $75,962-69.2% | $154,108-84.8% | $64,173-63.5% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.2pp | 69.6%+28.6pp |
| Annual return | 6.20% | 30.32%-24.1pp | 735.21%-729.0pp | 7.63%-1.4pp |
| Employer contribution / active EE | $2,185 | $3,350-34.8% | $5,298-58.8% | $2,381-8.2% |
| Participant deferral / active EE | $3,168 | $3,175-0.2% | $5,081-37.7% | $3,470-8.7% |
| Admin fee / account holder | $4,097 | $5,589-26.7% | $13,411-69.5% | $4,887-16.2% |