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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 | $21,640 | $48,011-54.9% | $63,803-66.1% | $82,637-73.8% |
| Participation rate | 95.8% | 66.6%+29.3pp | 72.7%+23.1pp | 68.1%+27.8pp |
| Annual return | 13.85% | 19.84%-6.0pp | 543.72%-529.9pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,520 | $1,904-20.1% | $2,532-40.0% | $2,552-40.4% |
| Participant deferral / active EE | $2,036 | $2,846-28.5% | $3,843-47.0% | $4,126-50.7% |
| Admin fee / account holder | $1,765 | $3,873-54.4% | $5,196-66.0% | $7,339-76.0% |