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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 | $19,728 | $56,134-64.9% | $96,171-79.5% | $85,847-77.0% |
| Participation rate | 83.9% | 56.7%+27.2pp | 68.4%+15.4pp | 69.3%+14.6pp |
| Annual return | 13.04% | 42.30%-29.3pp | 192.04%-179.0pp | 318.61%-305.6pp |
| Employer contribution / active EE | $1,612 | $1,620-0.5% | $2,799-42.4% | $2,565-37.2% |
| Participant deferral / active EE | $3,690 | $2,858+29.1% | $4,350-15.2% | $3,952-6.6% |
| Admin fee / account holder | $2,559 | $3,769-32.1% | $5,538-53.8% | $6,261-59.1% |