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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 | $6,552 | $51,638-87.3% | $68,368-90.4% | $82,448-92.1% |
| Participation rate | 84.6% | 63.6%+21.0pp | 73.8%+10.9pp | 68.1%+16.5pp |
| Annual return | 20.59% | 37.53%-16.9pp | 292.57%-272.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $651 | $2,047-68.2% | $2,649-75.4% | $2,551-74.5% |
| Participant deferral / active EE | $1,624 | $2,914-44.2% | $4,123-60.6% | $4,139-60.8% |
| Admin fee / account holder | $907 | $4,643-80.5% | $5,150-82.4% | $7,234-87.5% |