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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 | $21,862 | $124,351-82.4% | $109,188-80.0% | $167,553-87.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 16.40% | 26.04%-9.6pp | 25.76%-9.4pp | 478.89%-462.5pp |
| Employer contribution / active EE | $1,401 | $4,210-66.7% | $3,723-62.4% | $4,840-71.1% |
| Participant deferral / active EE | $6,195 | $5,257+17.9% | $4,654+33.1% | $6,343-2.3% |
| Admin fee / account holder | $1,013 | $7,975-87.3% | $6,755-85.0% | $12,316-91.8% |