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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 | $33,424 | $49,897-33.0% | $80,648-58.6% | $75,177-55.5% |
| Participation rate | 92.6% | 55.3%+37.3pp | 67.0%+25.6pp | 67.2%+25.4pp |
| Annual return | 14.90% | 34.68%-19.8pp | 937.21%-922.3pp | 160.75%-145.8pp |
| Employer contribution / active EE | $297 | $1,699-82.5% | $2,724-89.1% | $2,671-88.9% |
| Participant deferral / active EE | $1,924 | $2,992-35.7% | $4,443-56.7% | $4,126-53.4% |
| Admin fee / account holder | $1,531 | $3,579-57.2% | $5,382-71.6% | $5,651-72.9% |