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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 | $58,258-66.1% | $81,820-75.9% | $80,925-75.6% |
| Participation rate | 84.0% | 63.5%+20.5pp | 72.4%+11.6pp | 67.7%+16.3pp |
| Annual return | 11.11% | 41.76%-30.7pp | 777.93%-766.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $703 | $2,345-70.0% | $2,915-75.9% | $2,756-74.5% |
| Participant deferral / active EE | $750 | $3,284-77.2% | $4,323-82.7% | $4,299-82.6% |
| Admin fee / account holder | $3,675 | $4,976-26.2% | $7,391-50.3% | $6,940-47.1% |