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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 | $23,749 | $84,236-71.8% | $170,435-86.1% | $70,126-66.1% |
| Participation rate | 93.8% | 70.8%+22.9pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 25.74% | 23.06%+2.7pp | 205.94%-180.2pp | 73.15%-47.4pp |
| Employer contribution / active EE | $1,242 | $3,387-63.3% | $5,432-77.1% | $2,343-47.0% |
| Participant deferral / active EE | $1,841 | $3,086-40.3% | $4,939-62.7% | $3,332-44.8% |
| Admin fee / account holder | $2,041 | $5,698-64.2% | $13,881-85.3% | $4,645-56.1% |