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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 | $25,224 | $102,385-75.4% | $147,080-82.9% | $80,935-68.8% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 12.19% | 135.09%-122.9pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,197 | $3,717-67.8% | $4,933-75.7% | $2,757-56.6% |
| Participant deferral / active EE | $3,846 | $6,651-42.2% | $8,066-52.3% | $4,299-10.5% |
| Admin fee / account holder | $626 | $7,951-92.1% | $12,989-95.2% | $6,924-91.0% |