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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 | $51,606-62.5% | $129,339-85.0% | $80,911-76.1% |
| Participation rate | 84.5% | 57.0%+27.6pp | 69.6%+14.9pp | 67.6%+16.9pp |
| Annual return | 20.51% | 20.76%-0.3pp | 9437.05%-9416.5pp | 35.63%-15.1pp |
| Employer contribution / active EE | $1,434 | $1,582-9.4% | $4,154-65.5% | $2,756-48.0% |
| Participant deferral / active EE | $3,144 | $2,669+17.8% | $4,170-24.6% | $4,297-26.8% |
| Admin fee / account holder | $1,024 | $4,310-76.2% | $7,668-86.6% | $6,935-85.2% |