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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 | $25,658 | $48,011-46.6% | $63,803-59.8% | $82,637-69.0% |
| Participation rate | 95.1% | 66.6%+28.5pp | 72.7%+22.4pp | 68.1%+27.0pp |
| Annual return | 19.04% | 19.84%-0.8pp | 543.72%-524.7pp | 53.51%-34.5pp |
| Employer contribution / active EE | $1,515 | $1,904-20.4% | $2,532-40.2% | $2,552-40.6% |
| Participant deferral / active EE | $1,683 | $2,846-40.9% | $3,843-56.2% | $4,126-59.2% |
| Admin fee / account holder | $1,449 | $3,873-62.6% | $5,196-72.1% | $7,339-80.3% |