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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 | $15,669 | $51,638-69.7% | $68,368-77.1% | $82,448-81.0% |
| Participation rate | 84.9% | 63.6%+21.3pp | 73.8%+11.2pp | 68.1%+16.8pp |
| Annual return | 16.13% | 37.53%-21.4pp | 292.57%-276.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,784 | $2,047-12.8% | $2,649-32.7% | $2,551-30.1% |
| Participant deferral / active EE | $3,678 | $2,914+26.2% | $4,123-10.8% | $4,139-11.1% |
| Admin fee / account holder | $3,596 | $4,643-22.6% | $5,150-30.2% | $7,234-50.3% |