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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 | $18,146 | $75,832-76.1% | $147,617-87.7% | $59,633-69.6% |
| Participation rate | 94.1% | 71.6%+22.6pp | 84.6%+9.5pp | 68.7%+25.4pp |
| Annual return | 6.56% | 0.37%+6.2pp | 61.98%-55.4pp | 2041.45%-2034.9pp |
| Employer contribution / active EE | $2,684 | $3,485-23.0% | $5,564-51.8% | $2,203+21.9% |
| Participant deferral / active EE | $1,964 | $3,131-37.3% | $4,895-59.9% | $3,192-38.5% |
| Admin fee / account holder | $1,251 | $5,986-79.1% | $11,612-89.2% | $4,297-70.9% |