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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 | $24,690 | $85,171-71.0% | $172,752-85.7% | $72,975-66.2% |
| Participation rate | 76.8% | 70.1%+6.7pp | 82.6%-5.9pp | 69.5%+7.3pp |
| Annual return | 16.45% | 27.32%-10.9pp | 802.97%-786.5pp | 81.01%-64.6pp |
| Employer contribution / active EE | $1,624 | $3,324-51.2% | $5,144-68.4% | $2,440-33.5% |
| Participant deferral / active EE | $3,238 | $3,260-0.7% | $5,198-37.7% | $3,608-10.2% |
| Admin fee / account holder | $2,860 | $5,880-51.4% | $13,955-79.5% | $5,124-44.2% |