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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 | $26,705 | $61,755-56.8% | $97,161-72.5% | $80,911-67.0% |
| Participation rate | 80.0% | 63.5%+16.5pp | 72.7%+7.3pp | 67.6%+12.4pp |
| Annual return | 17.29% | -557.90%+575.2pp | 75.36%-58.1pp | 35.63%-18.3pp |
| Employer contribution / active EE | $1,041 | $1,835-43.3% | $2,723-61.8% | $2,756-62.2% |
| Participant deferral / active EE | $2,619 | $3,026-13.4% | $4,265-38.6% | $4,297-39.0% |
| Admin fee / account holder | $1,472 | $5,166-71.5% | $5,647-73.9% | $6,935-78.8% |