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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 | $19,483 | $91,167-78.6% | $178,498-89.1% | $79,858-75.6% |
| Participation rate | 98.4% | 69.2%+29.2pp | 81.9%+16.5pp | 69.6%+28.8pp |
| Annual return | 15.40% | 24.19%-8.8pp | 151.09%-135.7pp | 31.72%-16.3pp |
| Employer contribution / active EE | $3,228 | $3,255-0.9% | $5,011-35.6% | $2,471+30.6% |
| Participant deferral / active EE | $1,820 | $3,236-43.8% | $5,202-65.0% | $3,740-51.3% |
| Admin fee / account holder | $1,294 | $6,747-80.8% | $13,985-90.8% | $5,306-75.6% |