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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 | $6,680 | $51,638-87.1% | $68,368-90.2% | $82,448-91.9% |
| Participation rate | 92.7% | 63.6%+29.1pp | 73.8%+18.9pp | 68.1%+24.6pp |
| Annual return | 18.97% | 37.53%-18.6pp | 292.57%-273.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $542 | $2,047-73.5% | $2,649-79.5% | $2,551-78.7% |
| Participant deferral / active EE | $1,314 | $2,914-54.9% | $4,123-68.1% | $4,139-68.3% |
| Admin fee / account holder | $1,787 | $4,643-61.5% | $5,150-65.3% | $7,234-75.3% |