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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 | $19,373 | $51,642-62.5% | $129,384-85.0% | $80,935-76.1% |
| Participation rate | 84.5% | 56.9%+27.6pp | 69.6%+14.9pp | 67.7%+16.9pp |
| Annual return | 20.51% | 20.78%-0.3pp | 9461.77%-9441.3pp | 35.66%-15.1pp |
| Employer contribution / active EE | $1,434 | $1,583-9.4% | $4,153-65.5% | $2,757-48.0% |
| Participant deferral / active EE | $3,144 | $2,670+17.8% | $4,166-24.5% | $4,299-26.9% |
| Admin fee / account holder | $1,024 | $4,312-76.3% | $7,686-86.7% | $6,924-85.2% |