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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 | $26,422 | $102,382-74.2% | $147,005-82.0% | $80,874-67.3% |
| Participation rate | 89.5% | 75.8%+13.6pp | 82.2%+7.3pp | 67.6%+21.8pp |
| Annual return | 12.11% | 134.89%-122.8pp | 418.76%-406.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,793 | $3,715-51.7% | $4,934-63.7% | $2,756-34.9% |
| Participant deferral / active EE | $3,403 | $6,646-48.8% | $8,070-57.8% | $4,297-20.8% |
| Admin fee / account holder | $796 | $7,942-90.0% | $13,006-93.9% | $6,935-88.5% |