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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 | $22,119 | $48,053-54.0% | $84,628-73.9% | $72,975-69.7% |
| Participation rate | 88.0% | 57.6%+30.4pp | 68.2%+19.8pp | 69.5%+18.5pp |
| Annual return | 170.45% | 37.39%+133.1pp | 258.80%-88.3pp | 81.01%+89.4pp |
| Employer contribution / active EE | $1,336 | $1,602-16.6% | $2,653-49.7% | $2,440-45.3% |
| Participant deferral / active EE | $1,940 | $2,681-27.6% | $3,900-50.2% | $3,608-46.2% |
| Admin fee / account holder | $972 | $3,395-71.4% | $4,914-80.2% | $5,124-81.0% |