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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 | $4,505 | $69,118-93.5% | $53,647-91.6% | $138,895-96.8% |
| Participation rate | 75.0% | 64.0%+11.0pp | 56.3%+18.7pp | 79.9%-4.9pp |
| Annual return | 22.02% | 248.26%-226.2pp | 358.33%-336.3pp | 145.39%-123.4pp |
| Employer contribution / active EE | $642 | $1,189-46.0% | $962-33.3% | $4,194-84.7% |
| Participant deferral / active EE | $909 | $2,274-60.0% | $1,813-49.9% | $6,396-85.8% |
| Admin fee / account holder | $2,107 | $2,724-22.6% | $2,460-14.3% | $12,562-83.2% |