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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 | $22,873 | $55,457-58.8% | $77,361-70.4% | $94,015-75.7% |
| Participation rate | 85.7% | 69.8%+15.9pp | 75.0%+10.7pp | 70.8%+14.9pp |
| Annual return | 19.45% | 15.57%+3.9pp | 1011.54%-992.1pp | 17.84%+1.6pp |
| Employer contribution / active EE | $1,742 | $2,255-22.7% | $2,990-41.7% | $2,790-37.6% |
| Participant deferral / active EE | $3,851 | $3,069+25.5% | $3,911-1.5% | $4,249-9.4% |
| Admin fee / account holder | $1,084 | $4,334-75.0% | $5,894-81.6% | $8,951-87.9% |