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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 | $61,815-65.7% | $97,295-78.2% | $80,959-73.8% |
| Participation rate | 77.6% | 63.5%+14.2pp | 72.7%+5.0pp | 67.7%+10.0pp |
| Annual return | 19.42% | -558.73%+578.2pp | 75.62%-56.2pp | 35.67%-16.2pp |
| Employer contribution / active EE | $1,040 | $1,836-43.4% | $2,723-61.8% | $2,757-62.3% |
| Participant deferral / active EE | $1,335 | $3,027-55.9% | $4,264-68.7% | $4,300-69.0% |
| Admin fee / account holder | $1,695 | $5,166-67.2% | $5,646-70.0% | $6,925-75.5% |