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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 | $24,186 | $95,415-74.7% | $185,851-87.0% | $85,851-71.8% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.4pp | 69.3%+26.8pp |
| Annual return | 16.33% | 23.59%-7.3pp | 122.11%-105.8pp | 318.63%-302.3pp |
| Employer contribution / active EE | $2,133 | $3,314-35.6% | $5,168-58.7% | $2,565-16.8% |
| Participant deferral / active EE | $1,497 | $3,424-56.3% | $5,569-73.1% | $3,952-62.1% |
| Admin fee / account holder | $1,404 | $7,215-80.5% | $16,245-91.4% | $6,261-77.6% |