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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 | $19,751 | $58,275-66.1% | $81,844-75.9% | $80,935-75.6% |
| Participation rate | 84.0% | 63.5%+20.5pp | 72.4%+11.6pp | 67.7%+16.3pp |
| Annual return | 11.11% | 41.82%-30.7pp | 778.87%-767.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $703 | $2,346-70.0% | $2,916-75.9% | $2,757-74.5% |
| Participant deferral / active EE | $750 | $3,285-77.2% | $4,323-82.7% | $4,299-82.6% |
| Admin fee / account holder | $3,675 | $4,749-22.6% | $7,355-50.0% | $6,924-46.9% |