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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 | $22,262 | $57,285-61.1% | $86,605-74.3% | $75,173-70.4% |
| Participation rate | 76.9% | 63.2%+13.7pp | 71.7%+5.2pp | 67.2%+9.7pp |
| Annual return | 16.55% | 2671.04%-2654.5pp | 591.39%-574.8pp | 160.65%-144.1pp |
| Employer contribution / active EE | $1,077 | $2,315-53.5% | $3,023-64.4% | $2,670-59.7% |
| Participant deferral / active EE | $1,383 | $3,318-58.3% | $4,438-68.8% | $4,126-66.5% |
| Admin fee / account holder | $3,639 | $4,112-11.5% | $5,611-35.2% | $5,651-35.6% |