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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 | $24,188 | $68,398-64.6% | $94,664-74.4% | $75,173-67.8% |
| Participation rate | 75.9% | 76.1%-0.2pp | 80.8%-5.0pp | 67.2%+8.7pp |
| Annual return | 25.04% | 616.72%-591.7pp | 156.84%-131.8pp | 160.72%-135.7pp |
| Employer contribution / active EE | $758 | $2,701-71.9% | $3,673-79.4% | $2,671-71.6% |
| Participant deferral / active EE | $3,736 | $6,537-42.9% | $7,417-49.6% | $4,126-9.5% |
| Admin fee / account holder | $602 | $5,324-88.7% | $7,222-91.7% | $5,651-89.3% |