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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 | $10,436 | $51,638-79.8% | $68,368-84.7% | $82,448-87.3% |
| Participation rate | 79.3% | 63.6%+15.7pp | 73.8%+5.6pp | 68.1%+11.2pp |
| Annual return | 16.23% | 37.53%-21.3pp | 292.57%-276.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,708 | $2,047-16.6% | $2,649-35.5% | $2,551-33.1% |
| Participant deferral / active EE | $1,219 | $2,914-58.2% | $4,123-70.4% | $4,139-70.6% |
| Admin fee / account holder | $2,141 | $4,643-53.9% | $5,150-58.4% | $7,234-70.4% |