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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 | $17,541 | $95,406-81.6% | $185,849-90.6% | $85,847-79.6% |
| Participation rate | 80.6% | 68.8%+11.9pp | 81.7%-1.1pp | 69.3%+11.3pp |
| Annual return | 27.21% | 23.59%+3.6pp | 122.10%-94.9pp | 318.61%-291.4pp |
| Employer contribution / active EE | $2,506 | $3,314-24.4% | $5,169-51.5% | $2,565-2.3% |
| Participant deferral / active EE | $2,207 | $3,424-35.5% | $5,569-60.4% | $3,952-44.1% |
| Admin fee / account holder | $2,067 | $7,214-71.3% | $16,244-87.3% | $6,261-67.0% |