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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 | $19,206 | $85,171-77.5% | $172,752-88.9% | $72,975-73.7% |
| Participation rate | 98.1% | 70.1%+28.1pp | 82.6%+15.5pp | 69.5%+28.6pp |
| Annual return | 22.47% | 27.32%-4.9pp | 802.97%-780.5pp | 81.01%-58.5pp |
| Employer contribution / active EE | $1,165 | $3,324-64.9% | $5,144-77.3% | $2,440-52.2% |
| Participant deferral / active EE | $1,758 | $3,260-46.1% | $5,198-66.2% | $3,608-51.3% |
| Admin fee / account holder | $466 | $5,880-92.1% | $13,955-96.7% | $5,124-90.9% |