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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 | $17,786 | $55,902-68.2% | $76,030-76.6% | $80,959-78.0% |
| Participation rate | 96.3% | 62.1%+34.3pp | 69.1%+27.3pp | 67.7%+28.7pp |
| Annual return | 32.06% | 20.59%+11.5pp | 361.54%-329.5pp | 35.67%-3.6pp |
| Employer contribution / active EE | $1,285 | $1,867-31.2% | $2,688-52.2% | $2,757-53.4% |
| Participant deferral / active EE | $2,803 | $3,051-8.1% | $4,257-34.2% | $4,300-34.8% |
| Admin fee / account holder | $7,245 | $5,239+38.3% | $6,421+12.8% | $6,925+4.6% |