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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 | $14,793 | $85,171-82.6% | $172,752-91.4% | $72,975-79.7% |
| Participation rate | 96.7% | 70.1%+26.7pp | 82.6%+14.1pp | 69.5%+27.2pp |
| Annual return | 17.62% | 27.32%-9.7pp | 802.97%-785.4pp | 81.01%-63.4pp |
| Employer contribution / active EE | $1,107 | $3,324-66.7% | $5,144-78.5% | $2,440-54.7% |
| Participant deferral / active EE | $2,655 | $3,260-18.6% | $5,198-48.9% | $3,608-26.4% |
| Admin fee / account holder | $4,925 | $5,880-16.2% | $13,955-64.7% | $5,124-3.9% |