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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 | $20,276 | $49,896-59.4% | $80,627-74.9% | $75,173-73.0% |
| Participation rate | 76.5% | 55.3%+21.1pp | 67.0%+9.5pp | 67.2%+9.3pp |
| Annual return | 15.96% | 34.67%-18.7pp | 936.76%-920.8pp | 160.72%-144.8pp |
| Employer contribution / active EE | $1,415 | $1,699-16.7% | $2,723-48.0% | $2,671-47.0% |
| Participant deferral / active EE | $1,891 | $2,992-36.8% | $4,443-57.4% | $4,126-54.2% |
| Admin fee / account holder | $2,031 | $3,578-43.2% | $5,381-62.2% | $5,651-64.1% |