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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 | $23,853 | $110,379-78.4% | $102,412-76.7% | $145,884-83.6% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+0.9pp |
| Annual return | 16.62% | 24.84%-8.2pp | 24.94%-8.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,194 | $4,216-71.7% | $3,870-69.2% | $4,662-74.4% |
| Participant deferral / active EE | $2,018 | $5,622-64.1% | $5,060-60.1% | $6,690-69.8% |
| Admin fee / account holder | $416 | $9,745-95.7% | $8,388-95.0% | $13,392-96.9% |