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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 | $26,533 | $58,311-54.5% | $81,882-67.6% | $80,959-67.2% |
| Participation rate | 96.4% | 63.5%+32.9pp | 72.4%+24.0pp | 67.7%+28.8pp |
| Annual return | 14.87% | 41.85%-27.0pp | 779.47%-764.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,948 | $2,347+25.6% | $2,916+1.1% | $2,757+6.9% |
| Participant deferral / active EE | $7,581 | $3,287+130.6% | $4,323+75.4% | $4,300+76.3% |
| Admin fee / account holder | $1,721 | $4,752-63.8% | $7,360-76.6% | $6,925-75.1% |