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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 | $47,479-51.8% | $62,929-63.7% | $82,448-72.3% |
| Participation rate | 85.7% | 66.9%+18.8pp | 73.1%+12.6pp | 68.1%+17.6pp |
| Annual return | 19.45% | 20.34%-0.9pp | 1063.93%-1044.5pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,742 | $1,885-7.6% | $2,505-30.4% | $2,551-31.7% |
| Participant deferral / active EE | $3,851 | $2,870+34.1% | $3,888-1.0% | $4,139-7.0% |
| Admin fee / account holder | $1,084 | $3,804-71.5% | $5,065-78.6% | $7,234-85.0% |