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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 | $9,261 | $49,897-81.4% | $80,648-88.5% | $75,177-87.7% |
| Participation rate | 82.4% | 55.3%+27.0pp | 67.0%+15.3pp | 67.2%+15.1pp |
| Annual return | 26.01% | 34.68%-8.7pp | 937.21%-911.2pp | 160.75%-134.7pp |
| Employer contribution / active EE | $1,139 | $1,699-32.9% | $2,724-58.2% | $2,671-57.3% |
| Participant deferral / active EE | $1,098 | $2,992-63.3% | $4,443-75.3% | $4,126-73.4% |
| Admin fee / account holder | $362 | $3,579-89.9% | $5,382-93.3% | $5,651-93.6% |