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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 | $15,748 | $58,241-73.0% | $81,780-80.7% | $80,911-80.5% |
| Participation rate | 73.5% | 63.4%+10.0pp | 72.4%+1.1pp | 67.6%+5.8pp |
| Annual return | 12.73% | 41.73%-29.0pp | 776.27%-763.5pp | 35.63%-22.9pp |
| Employer contribution / active EE | $648 | $2,343-72.3% | $2,914-77.7% | $2,756-76.5% |
| Participant deferral / active EE | $1,645 | $3,283-49.9% | $4,321-61.9% | $4,297-61.7% |
| Admin fee / account holder | $747 | $4,973-85.0% | $7,384-89.9% | $6,935-89.2% |