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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 | $51,184-55.3% | $66,439-65.6% | $86,983-73.7% |
| Participation rate | 85.7% | 68.5%+17.2pp | 74.5%+11.2pp | 69.5%+16.2pp |
| Annual return | 19.45% | 17.07%+2.4pp | 757.66%-738.2pp | 25.83%-6.4pp |
| Employer contribution / active EE | $1,742 | $2,023-13.9% | $2,637-33.9% | $2,584-32.6% |
| Participant deferral / active EE | $3,851 | $2,927+31.5% | $3,876-0.7% | $4,194-8.2% |
| Admin fee / account holder | $1,084 | $4,154-73.9% | $6,173-82.4% | $7,856-86.2% |