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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 | $18,412 | $56,116-67.2% | $135,768-86.4% | $86,983-78.8% |
| Participation rate | 92.4% | 60.1%+32.3pp | 71.1%+21.3pp | 69.5%+22.9pp |
| Annual return | 20.25% | 125.33%-105.1pp | 526.10%-505.8pp | 25.83%-5.6pp |
| Employer contribution / active EE | $1,683 | $1,528+10.2% | $3,394-50.4% | $2,584-34.9% |
| Participant deferral / active EE | $2,246 | $2,690-16.5% | $3,977-43.5% | $4,194-46.4% |
| Admin fee / account holder | $345 | $4,314-92.0% | $7,048-95.1% | $7,856-95.6% |