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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 | $58,241-25.0% | $81,780-46.6% | $80,911-46.0% |
| Participation rate | 75.0% | 63.4%+11.6pp | 72.4%+2.6pp | 67.6%+7.4pp |
| Annual return | 14.28% | 41.73%-27.4pp | 776.27%-762.0pp | 35.63%-21.3pp |
| Employer contribution / active EE | $357 | $2,343-84.7% | $2,914-87.7% | $2,756-87.0% |
| Participant deferral / active EE | $1,871 | $3,283-43.0% | $4,321-56.7% | $4,297-56.5% |
| Admin fee / account holder | $603 | $4,973-87.9% | $7,384-91.8% | $6,935-91.3% |