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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 | $22,142 | $69,118-68.0% | $53,647-58.7% | $138,895-84.1% |
| Participation rate | 77.8% | 64.0%+13.8pp | 56.3%+21.5pp | 79.9%-2.1pp |
| Annual return | 24.63% | 248.26%-223.6pp | 358.33%-333.7pp | 145.39%-120.8pp |
| Employer contribution / active EE | $773 | $1,189-35.0% | $962-19.7% | $4,194-81.6% |
| Participant deferral / active EE | $2,642 | $2,274+16.2% | $1,813+45.7% | $6,396-58.7% |
| Admin fee / account holder | $460 | $2,724-83.1% | $2,460-81.3% | $12,562-96.3% |