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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 | $12,433 | $29,319-57.6% | $52,425-76.3% | $82,448-84.9% |
| Participation rate | 76.3% | 46.9%+29.5pp | 55.6%+20.7pp | 68.1%+8.2pp |
| Annual return | 22.27% | 535.20%-512.9pp | 302.12%-279.8pp | 41.64%-19.4pp |
| Employer contribution / active EE | $765 | $586+30.4% | $914-16.3% | $2,551-70.0% |
| Participant deferral / active EE | $2,034 | $1,171+73.7% | $1,790+13.6% | $4,139-50.8% |
| Admin fee / account holder | $440 | $1,962-77.6% | $2,495-82.4% | $7,234-93.9% |