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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 | $22,497 | $58,234-61.4% | $81,783-72.5% | $80,874-72.2% |
| Participation rate | 92.7% | 63.4%+29.2pp | 72.4%+20.3pp | 67.6%+25.0pp |
| Annual return | 12.51% | 41.70%-29.2pp | 775.05%-762.5pp | 35.62%-23.1pp |
| Employer contribution / active EE | $2,731 | $2,341+16.6% | $2,913-6.2% | $2,756-0.9% |
| Participant deferral / active EE | $6,542 | $3,283+99.3% | $4,320+51.4% | $4,297+52.2% |
| Admin fee / account holder | $1,447 | $4,982-71.0% | $7,380-80.4% | $6,935-79.1% |