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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 | $18,063 | $61,125-70.4% | $94,057-80.8% | $87,485-79.4% |
| Participation rate | 77.8% | 64.1%+13.7pp | 73.3%+4.4pp | 68.9%+8.8pp |
| Annual return | 21.54% | 35.20%-13.7pp | 480.62%-459.1pp | 26.06%-4.5pp |
| Employer contribution / active EE | $1,317 | $2,136-38.3% | $2,933-55.1% | $2,596-49.3% |
| Participant deferral / active EE | $4,983 | $3,260+52.8% | $4,709+5.8% | $4,274+16.6% |
| Admin fee / account holder | $474 | $5,629-91.6% | $7,244-93.5% | $7,775-93.9% |