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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 | $22,283 | $85,171-73.8% | $172,752-87.1% | $72,975-69.5% |
| Participation rate | 83.1% | 70.1%+13.0pp | 82.6%+0.4pp | 69.5%+13.6pp |
| Annual return | 20.75% | 27.32%-6.6pp | 802.97%-782.2pp | 81.01%-60.3pp |
| Employer contribution / active EE | $2,508 | $3,324-24.5% | $5,144-51.2% | $2,440+2.8% |
| Participant deferral / active EE | $2,519 | $3,260-22.7% | $5,198-51.5% | $3,608-30.2% |
| Admin fee / account holder | $928 | $5,880-84.2% | $13,955-93.3% | $5,124-81.9% |