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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 | $26,490 | $53,546-50.5% | $69,890-62.1% | $68,490-61.3% |
| Participation rate | 98.5% | 64.5%+34.0pp | 70.5%+28.0pp | 67.9%+30.6pp |
| Annual return | 33.77% | -13.87%+47.6pp | 190.84%-157.1pp | -7.85%+41.6pp |
| Employer contribution / active EE | $1,370 | $2,019-32.1% | $2,560-46.5% | $2,597-47.2% |
| Participant deferral / active EE | $1,072 | $2,957-63.7% | $3,848-72.1% | $4,028-73.4% |
| Admin fee / account holder | $732 | $4,693-84.4% | $6,267-88.3% | $5,403-86.4% |