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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 | $19,084 | $47,479-59.8% | $62,929-69.7% | $82,448-76.9% |
| Participation rate | 71.0% | 66.9%+4.1pp | 73.1%-2.1pp | 68.1%+2.9pp |
| Annual return | 15.11% | 20.34%-5.2pp | 1063.93%-1048.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,322 | $1,885-29.9% | $2,505-47.2% | $2,551-48.2% |
| Participant deferral / active EE | $2,230 | $2,870-22.3% | $3,888-42.6% | $4,139-46.1% |
| Admin fee / account holder | $1,454 | $3,804-61.8% | $5,065-71.3% | $7,234-79.9% |