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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 | $24,221 | $53,128-54.4% | $86,581-72.0% | $70,124-65.5% |
| Participation rate | 88.9% | 65.3%+23.6pp | 73.5%+15.3pp | 69.5%+19.3pp |
| Annual return | 12.88% | 27.66%-14.8pp | 965.06%-952.2pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,129 | $2,068+2.9% | $2,840-25.0% | $2,342-9.1% |
| Participant deferral / active EE | $1,081 | $2,695-59.9% | $3,609-70.0% | $3,332-67.5% |
| Admin fee / account holder | $870 | $3,584-75.7% | $4,904-82.3% | $4,645-81.3% |