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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 | $23,606 | $58,311-59.5% | $81,882-71.2% | $80,959-70.8% |
| Participation rate | 85.0% | 63.5%+21.5pp | 72.4%+12.6pp | 67.7%+17.3pp |
| Annual return | 15.39% | 41.85%-26.5pp | 779.47%-764.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,691 | $2,347-27.9% | $2,916-42.0% | $2,757-38.7% |
| Participant deferral / active EE | $1,679 | $3,287-48.9% | $4,323-61.2% | $4,300-60.9% |
| Admin fee / account holder | $2,394 | $4,752-49.6% | $7,360-67.5% | $6,925-65.4% |