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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 | $30,261 | $68,398-55.8% | $94,664-68.0% | $75,173-59.7% |
| Participation rate | 92.9% | 76.1%+16.8pp | 80.8%+12.0pp | 67.2%+25.7pp |
| Annual return | 20.84% | 616.72%-595.9pp | 156.84%-136.0pp | 160.72%-139.9pp |
| Employer contribution / active EE | $1,099 | $2,701-59.3% | $3,673-70.1% | $2,671-58.8% |
| Participant deferral / active EE | $6,770 | $6,537+3.6% | $7,417-8.7% | $4,126+64.1% |
| Admin fee / account holder | $722 | $5,324-86.4% | $7,222-90.0% | $5,651-87.2% |