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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 | $23,543 | $85,169-72.4% | $172,755-86.4% | $72,983-67.7% |
| Participation rate | 81.8% | 70.1%+11.8pp | 82.6%-0.8pp | 69.5%+12.3pp |
| Annual return | 19.21% | 27.32%-8.1pp | 802.94%-783.7pp | 81.01%-61.8pp |
| Employer contribution / active EE | $2,046 | $3,324-38.4% | $5,144-60.2% | $2,440-16.1% |
| Participant deferral / active EE | $3,806 | $3,260+16.8% | $5,198-26.8% | $3,608+5.5% |
| Admin fee / account holder | $1,969 | $5,880-66.5% | $13,955-85.9% | $5,124-61.6% |