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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 | $20,562 | $84,236-75.6% | $170,435-87.9% | $70,126-70.7% |
| Participation rate | 97.7% | 70.8%+26.9pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 16.21% | 23.06%-6.9pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $1,287 | $3,387-62.0% | $5,432-76.3% | $2,343-45.1% |
| Participant deferral / active EE | $1,963 | $3,086-36.4% | $4,939-60.3% | $3,332-41.1% |
| Admin fee / account holder | $2,046 | $5,698-64.1% | $13,881-85.3% | $4,645-56.0% |