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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 | $61,125-74.4% | $94,057-83.3% | $87,485-82.1% |
| Participation rate | 84.9% | 64.1%+20.8pp | 73.3%+11.6pp | 68.9%+16.0pp |
| Annual return | 16.13% | 35.20%-19.1pp | 480.62%-464.5pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,784 | $2,136-16.5% | $2,933-39.2% | $2,596-31.3% |
| Participant deferral / active EE | $3,678 | $3,260+12.8% | $4,709-21.9% | $4,274-13.9% |
| Admin fee / account holder | $3,596 | $5,629-36.1% | $7,244-50.4% | $7,775-53.7% |