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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 | $61,125-68.4% | $94,057-79.5% | $87,485-77.9% |
| Participation rate | 96.3% | 64.1%+32.2pp | 73.3%+23.0pp | 68.9%+27.4pp |
| Annual return | 17.57% | 35.20%-17.6pp | 480.62%-463.1pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,666 | $2,136-22.0% | $2,933-43.2% | $2,596-35.8% |
| Participant deferral / active EE | $3,646 | $3,260+11.8% | $4,709-22.6% | $4,274-14.7% |
| Admin fee / account holder | $2,352 | $5,629-58.2% | $7,244-67.5% | $7,775-69.7% |