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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 | $20,128 | $58,311-65.5% | $81,882-75.4% | $80,959-75.1% |
| Participation rate | 90.6% | 63.5%+27.1pp | 72.4%+18.2pp | 67.7%+23.0pp |
| Annual return | 12.73% | 41.85%-29.1pp | 779.47%-766.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $3,456 | $2,347+47.3% | $2,916+18.5% | $2,757+25.3% |
| Participant deferral / active EE | $1,691 | $3,287-48.6% | $4,323-60.9% | $4,300-60.7% |
| Admin fee / account holder | $2,616 | $4,752-45.0% | $7,360-64.5% | $6,925-62.2% |