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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 | $20,729 | $65,423-68.3% | $98,477-79.0% | $85,856-75.9% |
| Participation rate | 82.9% | 65.0%+17.9pp | 73.3%+9.5pp | 69.3%+13.5pp |
| Annual return | 16.74% | 21.76%-5.0pp | 1493.59%-1476.8pp | 318.58%-301.8pp |
| Employer contribution / active EE | $1,293 | $2,168-40.4% | $2,961-56.3% | $2,565-49.6% |
| Participant deferral / active EE | $1,588 | $3,167-49.9% | $4,276-62.9% | $3,952-59.8% |
| Admin fee / account holder | $371 | $4,594-91.9% | $5,951-93.8% | $6,261-94.1% |