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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 | $19,348 | $58,275-66.8% | $81,844-76.4% | $80,935-76.1% |
| Participation rate | 90.4% | 63.5%+26.9pp | 72.4%+18.0pp | 67.7%+22.7pp |
| Annual return | 16.19% | 41.82%-25.6pp | 778.87%-762.7pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,767 | $2,346-24.7% | $2,916-39.4% | $2,757-35.9% |
| Participant deferral / active EE | $871 | $3,285-73.5% | $4,323-79.9% | $4,299-79.7% |
| Admin fee / account holder | $1,115 | $4,749-76.5% | $7,355-84.8% | $6,924-83.9% |