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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 | $23,399 | $85,171-72.5% | $172,752-86.5% | $72,975-67.9% |
| Participation rate | 86.4% | 70.1%+16.3pp | 82.6%+3.7pp | 69.5%+16.9pp |
| Annual return | 22.44% | 27.32%-4.9pp | 802.97%-780.5pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,593 | $3,324-52.1% | $5,144-69.0% | $2,440-34.7% |
| Participant deferral / active EE | $3,431 | $3,260+5.2% | $5,198-34.0% | $3,608-4.9% |
| Admin fee / account holder | $451 | $5,880-92.3% | $13,955-96.8% | $5,124-91.2% |