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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 | $24,589 | $95,415-74.2% | $185,851-86.8% | $85,851-71.4% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.4pp | 69.3%+26.8pp |
| Annual return | 16.64% | 23.59%-6.9pp | 122.11%-105.5pp | 318.63%-302.0pp |
| Employer contribution / active EE | $932 | $3,314-71.9% | $5,168-82.0% | $2,565-63.7% |
| Participant deferral / active EE | $3,551 | $3,424+3.7% | $5,569-36.2% | $3,952-10.2% |
| Admin fee / account holder | $2,920 | $7,215-59.5% | $16,245-82.0% | $6,261-53.4% |