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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 | $25,625 | $58,714-56.4% | $142,874-82.1% | $85,856-70.2% |
| Participation rate | 71.7% | 58.5%+13.2pp | 72.0%-0.2pp | 69.3%+2.4pp |
| Annual return | 17.60% | 27.73%-10.1pp | 5638.58%-5621.0pp | 318.58%-301.0pp |
| Employer contribution / active EE | $773 | $1,423-45.7% | $4,145-81.4% | $2,565-69.9% |
| Participant deferral / active EE | $1,467 | $2,608-43.8% | $3,838-61.8% | $3,952-62.9% |
| Admin fee / account holder | $365 | $4,241-91.4% | $6,561-94.4% | $6,261-94.2% |