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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 | $20,705 | $53,128-61.0% | $86,582-76.1% | $70,126-70.5% |
| Participation rate | 77.8% | 65.3%+12.5pp | 73.5%+4.2pp | 69.5%+8.2pp |
| Annual return | 13.66% | 27.66%-14.0pp | 965.08%-951.4pp | 73.15%-59.5pp |
| Employer contribution / active EE | $3,193 | $2,068+54.4% | $2,839+12.5% | $2,343+36.3% |
| Participant deferral / active EE | $1,444 | $2,695-46.4% | $3,609-60.0% | $3,332-56.6% |
| Admin fee / account holder | $753 | $3,584-79.0% | $4,904-84.6% | $4,645-83.8% |