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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 | $22,218 | $76,551-71.0% | $123,894-82.1% | $62,881-64.7% |
| Participation rate | 81.3% | 73.0%+8.3pp | 81.4%-0.2pp | 69.3%+11.9pp |
| Annual return | 116.07% | 18.68%+97.4pp | 47.52%+68.6pp | 20.14%+95.9pp |
| Employer contribution / active EE | $504 | $2,882-82.5% | $4,617-89.1% | $2,281-77.9% |
| Participant deferral / active EE | $5,161 | $4,840+6.6% | $5,984-13.8% | $3,203+61.1% |
| Admin fee / account holder | $1,834 | $4,826-62.0% | $8,357-78.0% | $4,296-57.3% |