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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 | $14,857 | $85,171-82.6% | $172,753-91.4% | $72,976-79.6% |
| Participation rate | 93.8% | 70.1%+23.7pp | 82.6%+11.1pp | 69.5%+24.3pp |
| Annual return | 26.38% | 27.32%-0.9pp | 803.00%-776.6pp | 81.02%-54.6pp |
| Employer contribution / active EE | $1,115 | $3,324-66.5% | $5,144-78.3% | $2,440-54.3% |
| Participant deferral / active EE | $3,735 | $3,260+14.6% | $5,198-28.1% | $3,608+3.5% |
| Admin fee / account holder | $608 | $5,880-89.7% | $13,956-95.6% | $5,124-88.1% |