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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 | $5,618 | $29,319-80.8% | $52,425-89.3% | $82,448-93.2% |
| Participation rate | 72.7% | 46.9%+25.9pp | 55.6%+17.1pp | 68.1%+4.7pp |
| Annual return | 16.66% | 535.20%-518.5pp | 302.12%-285.5pp | 41.64%-25.0pp |
| Employer contribution / active EE | $562 | $586-4.1% | $914-38.5% | $2,551-78.0% |
| Participant deferral / active EE | $1,122 | $1,171-4.2% | $1,790-37.3% | $4,139-72.9% |
| Admin fee / account holder | $1,640 | $1,962-16.4% | $2,495-34.3% | $7,234-77.3% |