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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 | $43,678 | $58,275-25.0% | $81,844-46.6% | $80,935-46.0% |
| Participation rate | 75.0% | 63.5%+11.5pp | 72.4%+2.6pp | 67.7%+7.3pp |
| Annual return | 14.28% | 41.82%-27.5pp | 778.87%-764.6pp | 35.66%-21.4pp |
| Employer contribution / active EE | $357 | $2,346-84.8% | $2,916-87.7% | $2,757-87.0% |
| Participant deferral / active EE | $1,871 | $3,285-43.0% | $4,323-56.7% | $4,299-56.5% |
| Admin fee / account holder | $603 | $4,749-87.3% | $7,355-91.8% | $6,924-91.3% |