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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 | $19,870 | $47,479-58.1% | $62,929-68.4% | $82,448-75.9% |
| Participation rate | 96.8% | 66.9%+29.9pp | 73.1%+23.7pp | 68.1%+28.7pp |
| Annual return | 15.08% | 20.34%-5.3pp | 1063.93%-1048.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $657 | $1,885-65.2% | $2,505-73.8% | $2,551-74.3% |
| Participant deferral / active EE | $1,655 | $2,870-42.3% | $3,888-57.4% | $4,139-60.0% |
| Admin fee / account holder | $531 | $3,804-86.0% | $5,065-89.5% | $7,234-92.7% |