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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 | $18,062 | $47,479-62.0% | $62,929-71.3% | $82,448-78.1% |
| Participation rate | 96.7% | 66.9%+29.8pp | 73.1%+23.6pp | 68.1%+28.6pp |
| Annual return | 14.89% | 20.34%-5.5pp | 1063.93%-1049.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $902 | $1,885-52.2% | $2,505-64.0% | $2,551-64.6% |
| Participant deferral / active EE | $973 | $2,870-66.1% | $3,888-75.0% | $4,139-76.5% |
| Admin fee / account holder | $978 | $3,804-74.3% | $5,065-80.7% | $7,234-86.5% |