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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 | $50,554-54.8% | $67,681-66.2% | $87,485-73.9% |
| Participation rate | 85.7% | 67.7%+18.0pp | 73.7%+12.0pp | 68.9%+16.8pp |
| Annual return | 19.45% | 17.81%+1.6pp | 590.58%-571.1pp | 26.06%-6.6pp |
| Employer contribution / active EE | $1,742 | $1,988-12.4% | $2,678-34.9% | $2,596-32.9% |
| Participant deferral / active EE | $3,851 | $2,961+30.0% | $3,976-3.1% | $4,274-9.9% |
| Admin fee / account holder | $1,084 | $4,132-73.8% | $6,100-82.2% | $7,775-86.1% |