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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 | $17,360 | $75,962-77.1% | $154,108-88.7% | $64,173-72.9% |
| Participation rate | 86.1% | 70.4%+15.7pp | 83.0%+3.1pp | 69.6%+16.5pp |
| Annual return | 18.25% | 30.32%-12.1pp | 735.21%-717.0pp | 7.63%+10.6pp |
| Employer contribution / active EE | $2,297 | $3,350-31.4% | $5,298-56.6% | $2,381-3.5% |
| Participant deferral / active EE | $1,296 | $3,175-59.2% | $5,081-74.5% | $3,470-62.6% |
| Admin fee / account holder | $623 | $5,589-88.8% | $13,411-95.4% | $4,887-87.2% |