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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 | $20,443 | $103,038-80.2% | $90,324-77.4% | $152,909-86.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 17.40% | 95.25%-77.9pp | 78.15%-60.8pp | 345.46%-328.1pp |
| Employer contribution / active EE | $1,042 | $3,141-66.8% | $2,856-63.5% | $4,764-78.1% |
| Participant deferral / active EE | $2,012 | $4,282-53.0% | $3,885-48.2% | $5,851-65.6% |
| Admin fee / account holder | $741 | $6,177-88.0% | $5,356-86.2% | $11,601-93.6% |