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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 | $17,700 | $95,406-81.4% | $185,849-90.5% | $85,847-79.4% |
| Participation rate | 88.0% | 68.8%+19.2pp | 81.7%+6.3pp | 69.3%+18.7pp |
| Annual return | 15.38% | 23.59%-8.2pp | 122.10%-106.7pp | 318.61%-303.2pp |
| Employer contribution / active EE | $2,234 | $3,314-32.6% | $5,169-56.8% | $2,565-12.9% |
| Participant deferral / active EE | $3,440 | $3,424+0.5% | $5,569-38.2% | $3,952-13.0% |
| Admin fee / account holder | $325 | $7,214-95.5% | $16,244-98.0% | $6,261-94.8% |