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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 | $12,413 | $55,889-77.8% | $76,119-83.7% | $80,935-84.7% |
| Participation rate | 85.7% | 62.1%+23.6pp | 69.1%+16.6pp | 67.7%+18.1pp |
| Annual return | 14.06% | 20.58%-6.5pp | 361.25%-347.2pp | 35.66%-21.6pp |
| Employer contribution / active EE | $3,223 | $1,866+72.7% | $2,693+19.7% | $2,757+16.9% |
| Participant deferral / active EE | $3,225 | $3,051+5.7% | $4,259-24.3% | $4,299-25.0% |
| Admin fee / account holder | $1,447 | $5,241-72.4% | $6,421-77.5% | $6,924-79.1% |