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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 | $10,976 | $49,896-78.0% | $80,627-86.4% | $75,173-85.4% |
| Participation rate | 76.9% | 55.3%+21.6pp | 67.0%+9.9pp | 67.2%+9.7pp |
| Annual return | 21.76% | 34.67%-12.9pp | 936.76%-915.0pp | 160.72%-139.0pp |
| Employer contribution / active EE | $1,464 | $1,699-13.8% | $2,723-46.2% | $2,671-45.2% |
| Participant deferral / active EE | $2,679 | $2,992-10.5% | $4,443-39.7% | $4,126-35.1% |
| Admin fee / account holder | $305 | $3,578-91.5% | $5,381-94.3% | $5,651-94.6% |