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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 | $17,614 | $95,406-81.5% | $185,849-90.5% | $85,847-79.5% |
| Participation rate | 87.3% | 68.8%+18.6pp | 81.7%+5.6pp | 69.3%+18.0pp |
| Annual return | 14.68% | 23.59%-8.9pp | 122.10%-107.4pp | 318.61%-303.9pp |
| Employer contribution / active EE | $2,065 | $3,314-37.7% | $5,169-60.0% | $2,565-19.5% |
| Participant deferral / active EE | $2,341 | $3,424-31.6% | $5,569-58.0% | $3,952-40.8% |
| Admin fee / account holder | $2,232 | $7,214-69.1% | $16,244-86.3% | $6,261-64.4% |