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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 | $21,873 | $85,171-74.3% | $172,752-87.3% | $72,975-70.0% |
| Participation rate | 87.8% | 70.1%+17.7pp | 82.6%+5.2pp | 69.5%+18.3pp |
| Annual return | 19.79% | 27.32%-7.5pp | 802.97%-783.2pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,940 | $3,324-41.6% | $5,144-62.3% | $2,440-20.5% |
| Participant deferral / active EE | $3,226 | $3,260-1.0% | $5,198-37.9% | $3,608-10.6% |
| Admin fee / account holder | $1,277 | $5,880-78.3% | $13,955-90.9% | $5,124-75.1% |