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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 | $12,384 | $48,053-74.2% | $84,637-85.4% | $72,976-83.0% |
| Participation rate | 88.2% | 57.6%+30.7pp | 68.2%+20.0pp | 69.5%+18.7pp |
| Annual return | 25.37% | 37.39%-12.0pp | 258.82%-233.5pp | 81.02%-55.6pp |
| Employer contribution / active EE | $1,174 | $1,602-26.7% | $2,653-55.8% | $2,440-51.9% |
| Participant deferral / active EE | $2,836 | $2,681+5.8% | $3,900-27.3% | $3,608-21.4% |
| Admin fee / account holder | $1,406 | $3,395-58.6% | $4,914-71.4% | $5,124-72.6% |