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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 | $65,783 | $85,169-22.8% | $172,755-61.9% | $72,983-9.9% |
| Participation rate | 84.8% | 70.1%+14.8pp | 82.6%+2.2pp | 69.5%+15.4pp |
| Annual return | 19.07% | 27.32%-8.3pp | 802.94%-783.9pp | 81.01%-61.9pp |
| Employer contribution / active EE | $1,109 | $3,324-66.6% | $5,144-78.4% | $2,440-54.5% |
| Participant deferral / active EE | $1,407 | $3,260-56.9% | $5,198-72.9% | $3,608-61.0% |
| Admin fee / account holder | $19,190 | $5,880+226.3% | $13,955+37.5% | $5,124+274.5% |