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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 | $21,884 | $48,053-54.5% | $84,637-74.1% | $72,976-70.0% |
| Participation rate | 97.1% | 57.6%+39.6pp | 68.2%+28.9pp | 69.5%+27.7pp |
| Annual return | 19.55% | 37.39%-17.8pp | 258.82%-239.3pp | 81.02%-61.5pp |
| Employer contribution / active EE | $1,562 | $1,602-2.5% | $2,653-41.1% | $2,440-36.0% |
| Participant deferral / active EE | $915 | $2,681-65.9% | $3,900-76.5% | $3,608-74.6% |
| Admin fee / account holder | $1,769 | $3,395-47.9% | $4,914-64.0% | $5,124-65.5% |