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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 | $21,679 | $54,370-60.1% | $82,763-73.8% | $68,490-68.3% |
| Participation rate | 88.0% | 63.9%+24.1pp | 72.6%+15.4pp | 67.9%+20.1pp |
| Annual return | 22.95% | -13.67%+36.6pp | 702.45%-679.5pp | -7.85%+30.8pp |
| Employer contribution / active EE | $2,535 | $2,219+14.2% | $3,008-15.7% | $2,597-2.4% |
| Participant deferral / active EE | $1,659 | $3,247-48.9% | $4,395-62.3% | $4,028-58.8% |
| Admin fee / account holder | $968 | $4,398-78.0% | $5,325-81.8% | $5,403-82.1% |