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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 | $21,715 | $53,127-59.1% | $86,597-74.9% | $70,131-69.0% |
| Participation rate | 82.1% | 65.3%+16.8pp | 73.5%+8.6pp | 69.5%+12.6pp |
| Annual return | 17.20% | 27.66%-10.5pp | 964.96%-947.8pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,793 | $2,068-13.3% | $2,840-36.9% | $2,342-23.5% |
| Participant deferral / active EE | $4,290 | $2,696+59.2% | $3,609+18.9% | $3,332+28.8% |
| Admin fee / account holder | $623 | $3,585-82.6% | $4,906-87.3% | $4,645-86.6% |