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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 | $19,298 | $85,171-77.3% | $172,752-88.8% | $72,975-73.6% |
| Participation rate | 94.5% | 70.1%+24.4pp | 82.6%+11.9pp | 69.5%+25.0pp |
| Annual return | 20.03% | 27.32%-7.3pp | 802.97%-782.9pp | 81.01%-61.0pp |
| Employer contribution / active EE | $2,442 | $3,324-26.5% | $5,144-52.5% | $2,440+0.1% |
| Participant deferral / active EE | $1,898 | $3,260-41.8% | $5,198-63.5% | $3,608-47.4% |
| Admin fee / account holder | $1,702 | $5,880-71.1% | $13,955-87.8% | $5,124-66.8% |