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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 | $19,534 | $110,337-82.3% | $102,383-80.9% | $145,877-86.6% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 16.62% | 24.83%-8.2pp | 24.94%-8.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $1,622 | $4,216-61.5% | $3,870-58.1% | $4,663-65.2% |
| Participant deferral / active EE | $5,715 | $5,621+1.7% | $5,060+12.9% | $6,691-14.6% |
| Admin fee / account holder | $2,491 | $9,750-74.5% | $8,391-70.3% | $13,402-81.4% |