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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 | $15,017 | $58,275-74.2% | $81,844-81.7% | $80,935-81.4% |
| Participation rate | 93.5% | 63.5%+30.1pp | 72.4%+21.2pp | 67.7%+25.9pp |
| Annual return | 16.28% | 41.82%-25.5pp | 778.87%-762.6pp | 35.66%-19.4pp |
| Employer contribution / active EE | $2,561 | $2,346+9.2% | $2,916-12.2% | $2,757-7.1% |
| Participant deferral / active EE | $4,739 | $3,285+44.2% | $4,323+9.6% | $4,299+10.2% |
| Admin fee / account holder | $827 | $4,749-82.6% | $7,355-88.8% | $6,924-88.1% |