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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 | $61,787-65.7% | $97,197-78.2% | $80,925-73.8% |
| Participation rate | 77.6% | 63.5%+14.2pp | 72.7%+4.9pp | 67.7%+10.0pp |
| Annual return | 19.42% | -558.16%+577.6pp | 75.47%-56.0pp | 35.65%-16.2pp |
| Employer contribution / active EE | $1,040 | $1,836-43.3% | $2,723-61.8% | $2,756-62.3% |
| Participant deferral / active EE | $1,335 | $3,027-55.9% | $4,263-68.7% | $4,299-69.0% |
| Admin fee / account holder | $1,695 | $5,170-67.2% | $5,637-69.9% | $6,940-75.6% |