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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 | $13,298 | $100,262-86.7% | $81,370-83.7% | $145,897-90.9% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 14.06% | 34.52%-20.5pp | 24.85%-10.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,291 | $2,979-56.7% | $2,464-47.6% | $4,663-72.3% |
| Participant deferral / active EE | $2,085 | $4,612-54.8% | $3,885-46.3% | $6,689-68.8% |
| Admin fee / account holder | $701 | $8,163-91.4% | $5,749-87.8% | $13,390-94.8% |