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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 | $16,767 | $75,962-77.9% | $154,108-89.1% | $64,173-73.9% |
| Participation rate | 72.6% | 70.4%+2.2pp | 83.0%-10.4pp | 69.6%+3.0pp |
| Annual return | 8.36% | 30.32%-22.0pp | 735.21%-726.8pp | 7.63%+0.7pp |
| Employer contribution / active EE | $1,121 | $3,350-66.5% | $5,298-78.8% | $2,381-52.9% |
| Participant deferral / active EE | $1,944 | $3,175-38.8% | $5,081-61.7% | $3,470-44.0% |
| Admin fee / account holder | $1,179 | $5,589-78.9% | $13,411-91.2% | $4,887-75.9% |