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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 | $20,737 | $71,230-70.9% | $93,727-77.9% | $80,959-74.4% |
| Participation rate | 93.5% | 60.4%+33.2pp | 68.7%+24.8pp | 67.7%+25.9pp |
| Annual return | 14.98% | 11.26%+3.7pp | 133.83%-118.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $4,640 | $1,565+196.5% | $2,421+91.6% | $2,757+68.3% |
| Participant deferral / active EE | $2,853 | $4,037-29.3% | $4,417-35.4% | $4,300-33.7% |
| Admin fee / account holder | $808 | $6,961-88.4% | $8,292-90.3% | $6,925-88.3% |