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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 | $6,662 | $51,638-87.1% | $68,368-90.3% | $82,448-91.9% |
| Participation rate | 94.7% | 63.6%+31.1pp | 73.8%+21.0pp | 68.1%+26.7pp |
| Annual return | 20.73% | 37.53%-16.8pp | 292.57%-271.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $973 | $2,047-52.5% | $2,649-63.3% | $2,551-61.9% |
| Participant deferral / active EE | $2,102 | $2,914-27.9% | $4,123-49.0% | $4,139-49.2% |
| Admin fee / account holder | $378 | $4,643-91.9% | $5,150-92.7% | $7,234-94.8% |