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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 | $19,331 | $85,171-77.3% | $172,752-88.8% | $72,975-73.5% |
| Participation rate | 79.6% | 70.1%+9.5pp | 82.6%-3.1pp | 69.5%+10.1pp |
| Annual return | 20.01% | 27.32%-7.3pp | 802.97%-783.0pp | 81.01%-61.0pp |
| Employer contribution / active EE | $945 | $3,324-71.6% | $5,144-81.6% | $2,440-61.3% |
| Participant deferral / active EE | $4,350 | $3,260+33.4% | $5,198-16.3% | $3,608+20.6% |
| Admin fee / account holder | $1,082 | $5,880-81.6% | $13,955-92.2% | $5,124-78.9% |