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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 | $17,578 | $49,177-64.3% | $79,467-77.9% | $64,173-72.6% |
| Participation rate | 89.3% | 65.0%+24.3pp | 73.3%+15.9pp | 69.6%+19.7pp |
| Annual return | 20.38% | -1.16%+21.5pp | 718.30%-697.9pp | 7.63%+12.8pp |
| Employer contribution / active EE | $1,730 | $2,076-16.7% | $2,800-38.2% | $2,381-27.3% |
| Participant deferral / active EE | $880 | $2,821-68.8% | $3,704-76.2% | $3,470-74.6% |
| Admin fee / account holder | $315 | $3,839-91.8% | $5,104-93.8% | $4,887-93.6% |