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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 | $16,904 | $60,119-71.9% | $90,430-81.3% | $79,858-78.8% |
| Participation rate | 82.5% | 65.0%+17.5pp | 72.7%+9.8pp | 69.6%+12.9pp |
| Annual return | 11.65% | 71.94%-60.3pp | 1293.73%-1282.1pp | 31.72%-20.1pp |
| Employer contribution / active EE | $1,153 | $2,068-44.2% | $3,262-64.6% | $2,471-53.3% |
| Participant deferral / active EE | $1,587 | $2,938-46.0% | $3,963-59.9% | $3,740-57.6% |
| Admin fee / account holder | $1,295 | $3,976-67.4% | $5,613-76.9% | $5,306-75.6% |