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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 | $28,624-20.0% | $53,647-57.3% | $82,637-72.3% |
| Participation rate | 72.7% | 47.3%+25.5pp | 56.3%+16.4pp | 68.1%+4.7pp |
| Annual return | 17.04% | 664.98%-647.9pp | 358.33%-341.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $712 | $637+11.8% | $962-26.0% | $2,552-72.1% |
| Participant deferral / active EE | $2,325 | $1,196+94.4% | $1,813+28.2% | $4,126-43.7% |
| Admin fee / account holder | $2,726 | $2,022+34.9% | $2,460+10.8% | $7,339-62.8% |