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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 | $18,146 | $78,694-76.9% | $67,652-73.2% | $125,393-85.5% |
| Participation rate | 90.9% | 78.8%+12.1pp | 75.7%+15.2pp | 83.2%+7.7pp |
| Annual return | 8.96% | 9.46%-0.5pp | 6625.04%-6616.1pp | 282.23%-273.3pp |
| Employer contribution / active EE | $1,510 | $3,044-50.4% | $2,266-33.3% | $4,866-69.0% |
| Participant deferral / active EE | $3,107 | $4,292-27.6% | $3,560-12.7% | $5,351-41.9% |
| Admin fee / account holder | $4,991 | $7,403-32.6% | $4,821+3.5% | $9,541-47.7% |