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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 | $21,890 | $55,902-60.8% | $76,030-71.2% | $80,959-73.0% |
| Participation rate | 81.7% | 62.1%+19.6pp | 69.1%+12.6pp | 67.7%+14.0pp |
| Annual return | 14.00% | 20.59%-6.6pp | 361.54%-347.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $431 | $1,867-76.9% | $2,688-84.0% | $2,757-84.4% |
| Participant deferral / active EE | $1,239 | $3,051-59.4% | $4,257-70.9% | $4,300-71.2% |
| Admin fee / account holder | $389 | $5,239-92.6% | $6,421-93.9% | $6,925-94.4% |