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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 | $22,892 | $29,319-21.9% | $52,425-56.3% | $82,448-72.2% |
| Participation rate | 72.7% | 46.9%+25.9pp | 55.6%+17.1pp | 68.1%+4.7pp |
| Annual return | 17.04% | 535.20%-518.2pp | 302.12%-285.1pp | 41.64%-24.6pp |
| Employer contribution / active EE | $712 | $586+21.4% | $914-22.1% | $2,551-72.1% |
| Participant deferral / active EE | $2,325 | $1,171+98.5% | $1,790+29.9% | $4,139-43.8% |
| Admin fee / account holder | $2,726 | $1,962+39.0% | $2,495+9.3% | $7,234-62.3% |