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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 | $22,076 | $68,681-67.9% | $86,625-74.5% | $85,851-74.3% |
| Participation rate | 97.5% | 66.4%+31.1pp | 71.6%+25.9pp | 69.3%+28.2pp |
| Annual return | 15.94% | 20.12%-4.2pp | 63.52%-47.6pp | 318.63%-302.7pp |
| Employer contribution / active EE | $1,685 | $1,880-10.4% | $2,496-32.5% | $2,565-34.3% |
| Participant deferral / active EE | $3,049 | $2,919+4.4% | $3,700-17.6% | $3,952-22.9% |
| Admin fee / account holder | $739 | $5,974-87.6% | $5,830-87.3% | $6,261-88.2% |