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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 | $25,394 | $70,418-63.9% | $96,570-73.7% | $85,847-70.4% |
| Participation rate | 97.0% | 61.8%+35.2pp | 69.8%+27.1pp | 69.3%+27.7pp |
| Annual return | 18.21% | 18.59%-0.4pp | 37.79%-19.6pp | 318.61%-300.4pp |
| Employer contribution / active EE | $4,543 | $1,413+221.5% | $2,357+92.7% | $2,565+77.1% |
| Participant deferral / active EE | $3,578 | $2,894+23.6% | $3,849-7.0% | $3,952-9.5% |
| Admin fee / account holder | $341 | $4,995-93.2% | $6,182-94.5% | $6,261-94.6% |