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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 | $16,151 | $77,638-79.2% | $156,551-89.7% | $62,881-74.3% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 20.36% | 50.33%-30.0pp | 32.23%-11.9pp | 20.14%+0.2pp |
| Employer contribution / active EE | $493 | $3,444-85.7% | $5,501-91.0% | $2,281-78.4% |
| Participant deferral / active EE | $2,353 | $3,046-22.7% | $4,871-51.7% | $3,203-26.5% |
| Admin fee / account holder | $1,215 | $5,561-78.2% | $13,028-90.7% | $4,296-71.7% |