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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 | $15,363 | $49,177-68.8% | $79,466-80.7% | $64,173-76.1% |
| Participation rate | 86.2% | 65.0%+21.2pp | 73.3%+12.9pp | 69.6%+16.6pp |
| Annual return | 25.75% | -1.16%+26.9pp | 718.28%-692.5pp | 7.63%+18.1pp |
| Employer contribution / active EE | $3,415 | $2,076+64.5% | $2,800+22.0% | $2,381+43.4% |
| Participant deferral / active EE | $815 | $2,821-71.1% | $3,704-78.0% | $3,470-76.5% |
| Admin fee / account holder | $6,580 | $3,839+71.4% | $5,104+28.9% | $4,887+34.6% |