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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 | $21,534 | $52,581-59.0% | $130,788-83.5% | $64,340-66.5% |
| Participation rate | 75.5% | 46.5%+28.9pp | 70.1%+5.4pp | 55.2%+20.2pp |
| Annual return | 18.60% | 20.39%-1.8pp | 386.44%-367.8pp | 24.14%-5.5pp |
| Employer contribution / active EE | $1,784 | $1,031+73.1% | $3,558-49.9% | $1,862-4.2% |
| Participant deferral / active EE | $3,923 | $2,200+78.3% | $4,137-5.2% | $2,980+31.6% |
| Admin fee / account holder | $2,262 | $4,583-50.6% | $6,673-66.1% | $3,703-38.9% |