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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 | $19,208 | $61,125-68.6% | $94,057-79.6% | $87,485-78.0% |
| Participation rate | 96.4% | 64.1%+32.4pp | 73.3%+23.1pp | 68.9%+27.5pp |
| Annual return | 14.03% | 35.20%-21.2pp | 480.62%-466.6pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,867 | $2,136-12.6% | $2,933-36.4% | $2,596-28.1% |
| Participant deferral / active EE | $3,965 | $3,260+21.6% | $4,709-15.8% | $4,274-7.2% |
| Admin fee / account holder | $365 | $5,629-93.5% | $7,244-95.0% | $7,775-95.3% |