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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 | $24,639 | $85,171-71.1% | $172,753-85.7% | $72,976-66.2% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | 17.85% | 27.32%-9.5pp | 803.00%-785.2pp | 81.02%-63.2pp |
| Employer contribution / active EE | $1,497 | $3,324-55.0% | $5,144-70.9% | $2,440-38.7% |
| Participant deferral / active EE | $2,596 | $3,260-20.4% | $5,198-50.1% | $3,608-28.1% |
| Admin fee / account holder | $707 | $5,880-88.0% | $13,956-94.9% | $5,124-86.2% |