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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 | $20,255 | $75,959-73.3% | $154,114-86.9% | $64,181-68.4% |
| Participation rate | 85.3% | 70.4%+14.9pp | 83.0%+2.3pp | 69.6%+15.8pp |
| Annual return | 9.84% | 30.32%-20.5pp | 735.16%-725.3pp | 7.63%+2.2pp |
| Employer contribution / active EE | $1,168 | $3,350-65.1% | $5,298-78.0% | $2,381-50.9% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,281 | $5,589-41.3% | $13,411-75.5% | $4,887-32.9% |