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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 | $26,742 | $83,337-67.9% | $67,834-60.6% | $273,972-90.2% |
| Participation rate | 83.3% | 76.4%+6.9pp | 68.8%+14.5pp | 83.0%+0.3pp |
| Annual return | 2.80% | 259.45%-256.6pp | 138.47%-135.7pp | 41.46%-38.7pp |
| Employer contribution / active EE | $1,372 | $3,287-58.3% | $2,403-42.9% | $4,869-71.8% |
| Participant deferral / active EE | $1,453 | $4,088-64.5% | $3,160-54.0% | $5,287-72.5% |
| Admin fee / account holder | $368 | $6,752-94.6% | $4,622-92.0% | $10,133-96.4% |