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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 | $17,866 | $104,116-82.8% | $71,089-74.9% | $135,380-86.8% |
| Participation rate | 88.2% | 65.7%+22.6pp | 54.6%+33.6pp | 82.6%+5.6pp |
| Annual return | 1.63% | 1256.51%-1254.9pp | 650.65%-649.0pp | 519.81%-518.2pp |
| Employer contribution / active EE | $151 | $1,485-89.8% | $1,088-86.1% | $4,779-96.8% |
| Participant deferral / active EE | $2,230 | $2,524-11.6% | $1,873+19.1% | $5,609-60.2% |
| Admin fee / account holder | $896 | $4,142-78.4% | $3,082-70.9% | $10,828-91.7% |