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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 | $23,645 | $65,367-63.8% | $92,915-74.6% | $72,976-67.6% |
| Participation rate | 88.9% | 68.3%+20.6pp | 76.0%+12.9pp | 69.5%+19.4pp |
| Annual return | 21.65% | 42.11%-20.5pp | 109.45%-87.8pp | 81.02%-59.4pp |
| Employer contribution / active EE | $1,620 | $2,594-37.5% | $3,653-55.6% | $2,440-33.6% |
| Participant deferral / active EE | $3,753 | $3,128+20.0% | $4,238-11.4% | $3,608+4.0% |
| Admin fee / account holder | $546 | $4,251-87.2% | $5,796-90.6% | $5,124-89.3% |