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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 | $20,783 | $85,171-75.6% | $172,752-88.0% | $72,975-71.5% |
| Participation rate | 89.7% | 70.1%+19.7pp | 82.6%+7.1pp | 69.5%+20.3pp |
| Annual return | 16.71% | 27.32%-10.6pp | 802.97%-786.3pp | 81.01%-64.3pp |
| Employer contribution / active EE | $1,853 | $3,324-44.2% | $5,144-64.0% | $2,440-24.0% |
| Participant deferral / active EE | $1,998 | $3,260-38.7% | $5,198-61.6% | $3,608-44.6% |
| Admin fee / account holder | $3,673 | $5,880-37.5% | $13,955-73.7% | $5,124-28.3% |