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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 | $19,985 | $69,541-71.3% | $59,899-66.6% | $135,380-85.2% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.7%+21.1pp | 82.6%+13.2pp |
| Annual return | 32.68% | 7.95%+24.7pp | 3.46%+29.2pp | 519.81%-487.1pp |
| Employer contribution / active EE | $1,226 | $3,236-62.1% | $2,723-55.0% | $4,779-74.4% |
| Participant deferral / active EE | $1,226 | $4,206-70.9% | $3,402-64.0% | $5,609-78.1% |
| Admin fee / account holder | $3,941 | $5,737-31.3% | $3,592+9.7% | $10,828-63.6% |