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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 | $24,992 | $77,817-67.9% | $123,553-79.8% | $64,173-61.1% |
| Participation rate | 98.1% | 74.7%+23.4pp | 82.3%+15.8pp | 69.6%+28.5pp |
| Annual return | 0.56% | 12.49%-11.9pp | 119.21%-118.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $2,813 | $3,014-6.7% | $4,628-39.2% | $2,381+18.2% |
| Participant deferral / active EE | $10,269 | $5,240+96.0% | $6,426+59.8% | $3,470+196.0% |
| Admin fee / account holder | $1,066 | $5,519-80.7% | $9,284-88.5% | $4,887-78.2% |