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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 | $8,379 | $49,897-83.2% | $80,648-89.6% | $75,177-88.9% |
| Participation rate | 92.2% | 55.3%+36.8pp | 67.0%+25.1pp | 67.2%+25.0pp |
| Annual return | 21.65% | 34.68%-13.0pp | 937.21%-915.6pp | 160.75%-139.1pp |
| Employer contribution / active EE | $712 | $1,699-58.1% | $2,724-73.9% | $2,671-73.4% |
| Participant deferral / active EE | $2,322 | $2,992-22.4% | $4,443-47.7% | $4,126-43.7% |
| Admin fee / account holder | $319 | $3,579-91.1% | $5,382-94.1% | $5,651-94.4% |