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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 | $27,690 | $63,346-56.3% | $92,240-70.0% | $70,126-60.5% |
| Participation rate | 87.1% | 68.7%+18.4pp | 76.5%+10.6pp | 69.5%+17.6pp |
| Annual return | 15.12% | 530.19%-515.1pp | 176.29%-161.2pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,093 | $2,471-55.8% | $3,680-70.3% | $2,343-53.3% |
| Participant deferral / active EE | $1,450 | $2,854-49.2% | $3,897-62.8% | $3,332-56.5% |
| Admin fee / account holder | $1,013 | $3,841-73.6% | $5,194-80.5% | $4,645-78.2% |