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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 | $22,577 | $58,275-61.3% | $81,844-72.4% | $80,935-72.1% |
| Participation rate | 76.9% | 63.5%+13.5pp | 72.4%+4.5pp | 67.7%+9.3pp |
| Annual return | 14.23% | 41.82%-27.6pp | 778.87%-764.6pp | 35.66%-21.4pp |
| Employer contribution / active EE | $501 | $2,346-78.7% | $2,916-82.8% | $2,757-81.8% |
| Participant deferral / active EE | $1,884 | $3,285-42.7% | $4,323-56.4% | $4,299-56.2% |
| Admin fee / account holder | $344 | $4,749-92.8% | $7,355-95.3% | $6,924-95.0% |