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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 | $49,976-72.9% | $66,674-79.7% | $82,637-83.6% |
| Participation rate | 96.2% | 63.1%+33.1pp | 73.7%+22.5pp | 68.1%+28.1pp |
| Annual return | 18.28% | 39.09%-20.8pp | 321.24%-303.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,077 | $1,988-45.8% | $2,620-58.9% | $2,552-57.8% |
| Participant deferral / active EE | $2,547 | $2,847-10.5% | $4,084-37.6% | $4,126-38.3% |
| Admin fee / account holder | $653 | $4,594-85.8% | $5,098-87.2% | $7,339-91.1% |