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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 | $20,240 | $58,714-65.5% | $142,874-85.8% | $85,856-76.4% |
| Participation rate | 91.8% | 58.5%+33.3pp | 72.0%+19.8pp | 69.3%+22.5pp |
| Annual return | 12.41% | 27.73%-15.3pp | 5638.58%-5626.2pp | 318.58%-306.2pp |
| Employer contribution / active EE | $1,221 | $1,423-14.2% | $4,145-70.5% | $2,565-52.4% |
| Participant deferral / active EE | $1,484 | $2,608-43.1% | $3,838-61.3% | $3,952-62.4% |
| Admin fee / account holder | $2,085 | $4,241-50.8% | $6,561-68.2% | $6,261-66.7% |