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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 | $20,617 | $84,236-75.5% | $170,435-87.9% | $70,126-70.6% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 14.96% | 23.06%-8.1pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,955 | $3,387-42.3% | $5,432-64.0% | $2,343-16.6% |
| Participant deferral / active EE | $3,271 | $3,086+6.0% | $4,939-33.8% | $3,332-1.8% |
| Admin fee / account holder | $1,747 | $5,698-69.3% | $13,881-87.4% | $4,645-62.4% |