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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 | $19,210 | $95,383-79.9% | $185,837-89.7% | $85,856-77.6% |
| Participation rate | 77.2% | 68.8%+8.4pp | 81.7%-4.5pp | 69.3%+7.9pp |
| Annual return | 16.45% | 23.59%-7.1pp | 122.08%-105.6pp | 318.58%-302.1pp |
| Employer contribution / active EE | $1,198 | $3,313-63.8% | $5,168-76.8% | $2,565-53.3% |
| Participant deferral / active EE | $3,085 | $3,423-9.9% | $5,568-44.6% | $3,952-22.0% |
| Admin fee / account holder | $469 | $7,213-93.5% | $16,241-97.1% | $6,261-92.5% |