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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 | $13,541 | $51,638-73.8% | $68,368-80.2% | $82,448-83.6% |
| Participation rate | 96.2% | 63.6%+32.5pp | 73.8%+22.4pp | 68.1%+28.1pp |
| Annual return | 18.28% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,077 | $2,047-47.4% | $2,649-59.3% | $2,551-57.8% |
| Participant deferral / active EE | $2,547 | $2,914-12.6% | $4,123-38.2% | $4,139-38.5% |
| Admin fee / account holder | $653 | $4,643-85.9% | $5,150-87.3% | $7,234-91.0% |