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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 | $11,375 | $27,632-58.8% | $61,399-81.5% | $68,495-83.4% |
| Participation rate | 95.0% | 39.5%+55.5pp | 52.6%+42.4pp | 67.9%+27.1pp |
| Annual return | 29.40% | -13.24%+42.6pp | 338.81%-309.4pp | -7.84%+37.2pp |
| Employer contribution / active EE | $489 | $696-29.7% | $1,159-57.8% | $2,596-81.1% |
| Participant deferral / active EE | $904 | $1,264-28.5% | $2,124-57.5% | $4,028-77.6% |
| Admin fee / account holder | $1,939 | $2,010-3.5% | $2,131-9.0% | $5,403-64.1% |