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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 | $22,056 | $75,962-71.0% | $154,108-85.7% | $64,173-65.6% |
| Participation rate | 75.4% | 70.4%+5.0pp | 83.0%-7.7pp | 69.6%+5.8pp |
| Annual return | 8.88% | 30.32%-21.4pp | 735.21%-726.3pp | 7.63%+1.2pp |
| Employer contribution / active EE | $1,771 | $3,350-47.1% | $5,298-66.6% | $2,381-25.6% |
| Participant deferral / active EE | $1,861 | $3,175-41.4% | $5,081-63.4% | $3,470-46.4% |
| Admin fee / account holder | $3,824 | $5,589-31.6% | $13,411-71.5% | $4,887-21.8% |