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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 | $20,875 | $95,406-78.1% | $185,849-88.8% | $85,847-75.7% |
| Participation rate | 84.3% | 68.8%+15.6pp | 81.7%+2.6pp | 69.3%+15.0pp |
| Annual return | 19.54% | 23.59%-4.0pp | 122.10%-102.6pp | 318.61%-299.1pp |
| Employer contribution / active EE | $1,016 | $3,314-69.3% | $5,169-80.3% | $2,565-60.4% |
| Participant deferral / active EE | $2,568 | $3,424-25.0% | $5,569-53.9% | $3,952-35.0% |
| Admin fee / account holder | $522 | $7,214-92.8% | $16,244-96.8% | $6,261-91.7% |