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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 | $21,199 | $61,789-65.7% | $97,167-78.2% | $80,874-73.8% |
| Participation rate | 77.6% | 63.5%+14.1pp | 72.7%+4.9pp | 67.6%+10.0pp |
| Annual return | 19.42% | -557.90%+577.3pp | 75.27%-55.8pp | 35.62%-16.2pp |
| Employer contribution / active EE | $1,040 | $1,837-43.4% | $2,729-61.9% | $2,756-62.3% |
| Participant deferral / active EE | $1,335 | $3,028-55.9% | $4,264-68.7% | $4,297-68.9% |
| Admin fee / account holder | $1,695 | $5,168-67.2% | $5,650-70.0% | $6,935-75.6% |