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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 | $21,948 | $47,944-54.2% | $67,834-67.6% | $62,881-65.1% |
| Participation rate | 76.1% | 61.1%+15.0pp | 68.8%+7.3pp | 69.3%+6.8pp |
| Annual return | 4.71% | 11.77%-7.1pp | 138.47%-133.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $500 | $1,562-68.0% | $2,403-79.2% | $2,281-78.1% |
| Participant deferral / active EE | $1,526 | $2,247-32.1% | $3,160-51.7% | $3,203-52.4% |
| Admin fee / account holder | $1,659 | $3,712-55.3% | $4,622-64.1% | $4,296-61.4% |