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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 | $18,635 | $48,011-61.2% | $63,803-70.8% | $82,637-77.5% |
| Participation rate | 96.2% | 66.6%+29.6pp | 72.7%+23.5pp | 68.1%+28.1pp |
| Annual return | 17.63% | 19.84%-2.2pp | 543.72%-526.1pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,876 | $1,904-1.5% | $2,532-25.9% | $2,552-26.5% |
| Participant deferral / active EE | $3,240 | $2,846+13.8% | $3,843-15.7% | $4,126-21.5% |
| Admin fee / account holder | $1,624 | $3,873-58.1% | $5,196-68.8% | $7,339-77.9% |