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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 | $15,597 | $95,406-83.7% | $185,849-91.6% | $85,847-81.8% |
| Participation rate | 80.8% | 68.8%+12.0pp | 81.7%-0.9pp | 69.3%+11.5pp |
| Annual return | 15.18% | 23.59%-8.4pp | 122.10%-106.9pp | 318.61%-303.4pp |
| Employer contribution / active EE | $2,469 | $3,314-25.5% | $5,169-52.2% | $2,565-3.8% |
| Participant deferral / active EE | $2,463 | $3,424-28.0% | $5,569-55.8% | $3,952-37.7% |
| Admin fee / account holder | $430 | $7,214-94.0% | $16,244-97.4% | $6,261-93.1% |