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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 | $24,791 | $84,236-70.6% | $170,435-85.5% | $70,126-64.6% |
| Participation rate | 93.8% | 70.8%+22.9pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 19.80% | 23.06%-3.3pp | 205.94%-186.1pp | 73.15%-53.4pp |
| Employer contribution / active EE | $1,718 | $3,387-49.3% | $5,432-68.4% | $2,343-26.7% |
| Participant deferral / active EE | $1,189 | $3,086-61.5% | $4,939-75.9% | $3,332-64.3% |
| Admin fee / account holder | $6,659 | $5,698+16.9% | $13,881-52.0% | $4,645+43.3% |