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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 | $14,421 | $85,171-83.1% | $172,753-91.7% | $72,976-80.2% |
| Participation rate | 85.2% | 70.1%+15.1pp | 82.6%+2.5pp | 69.5%+15.7pp |
| Annual return | 21.55% | 27.32%-5.8pp | 803.00%-781.5pp | 81.02%-59.5pp |
| Employer contribution / active EE | $740 | $3,324-77.7% | $5,144-85.6% | $2,440-69.7% |
| Participant deferral / active EE | $1,429 | $3,260-56.2% | $5,198-72.5% | $3,608-60.4% |
| Admin fee / account holder | $375 | $5,880-93.6% | $13,956-97.3% | $5,124-92.7% |