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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 | $20,805 | $85,171-75.6% | $172,752-88.0% | $72,975-71.5% |
| Participation rate | 94.4% | 70.1%+24.4pp | 82.6%+11.8pp | 69.5%+25.0pp |
| Annual return | 19.11% | 27.32%-8.2pp | 802.97%-783.9pp | 81.01%-61.9pp |
| Employer contribution / active EE | $927 | $3,324-72.1% | $5,144-82.0% | $2,440-62.0% |
| Participant deferral / active EE | $2,222 | $3,260-31.8% | $5,198-57.3% | $3,608-38.4% |
| Admin fee / account holder | $1,643 | $5,880-72.1% | $13,955-88.2% | $5,124-67.9% |