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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 | $19,310 | $49,976-61.4% | $66,674-71.0% | $82,637-76.6% |
| Participation rate | 96.3% | 63.1%+33.2pp | 73.7%+22.6pp | 68.1%+28.2pp |
| Annual return | 17.57% | 39.09%-21.5pp | 321.24%-303.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,666 | $1,988-16.2% | $2,620-36.4% | $2,552-34.7% |
| Participant deferral / active EE | $3,646 | $2,847+28.1% | $4,084-10.7% | $4,126-11.6% |
| Admin fee / account holder | $2,352 | $4,594-48.8% | $5,098-53.9% | $7,339-67.9% |