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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 | $20,031 | $65,434-69.4% | $98,483-79.7% | $85,847-76.7% |
| Participation rate | 88.2% | 65.0%+23.2pp | 73.3%+14.9pp | 69.3%+18.9pp |
| Annual return | 12.02% | 21.75%-9.7pp | 1494.38%-1482.4pp | 318.61%-306.6pp |
| Employer contribution / active EE | $1,918 | $2,169-11.6% | $2,961-35.2% | $2,565-25.2% |
| Participant deferral / active EE | $3,176 | $3,168+0.3% | $4,276-25.7% | $3,952-19.6% |
| Admin fee / account holder | $6,555 | $4,595+42.7% | $5,953+10.1% | $6,261+4.7% |