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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 | $18,713 | $58,258-67.9% | $81,820-77.1% | $80,925-76.9% |
| Participation rate | 75.3% | 63.5%+11.9pp | 72.4%+3.0pp | 67.7%+7.7pp |
| Annual return | 12.69% | 41.76%-29.1pp | 777.93%-765.2pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,522 | $2,345-35.1% | $2,915-47.8% | $2,756-44.8% |
| Participant deferral / active EE | $2,452 | $3,284-25.3% | $4,323-43.3% | $4,299-42.9% |
| Admin fee / account holder | $1,557 | $4,976-68.7% | $7,391-78.9% | $6,940-77.6% |