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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 | $22,076 | $80,812-72.7% | $160,784-86.3% | $82,448-73.2% |
| Participation rate | 90.7% | 66.2%+24.4pp | 77.0%+13.7pp | 68.1%+22.6pp |
| Annual return | 17.05% | 100.59%-83.5pp | 1803.92%-1786.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,579 | $2,174+18.6% | $3,733-30.9% | $2,551+1.1% |
| Participant deferral / active EE | $4,783 | $4,335+10.3% | $6,293-24.0% | $4,139+15.6% |
| Admin fee / account holder | $6,308 | $7,695-18.0% | $9,717-35.1% | $7,234-12.8% |