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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 | $16,200 | $48,011-66.3% | $63,803-74.6% | $82,637-80.4% |
| Participation rate | 98.2% | 66.6%+31.7pp | 72.7%+25.5pp | 68.1%+30.2pp |
| Annual return | 15.88% | 19.84%-4.0pp | 543.72%-527.8pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,382 | $1,904-27.4% | $2,532-45.4% | $2,552-45.9% |
| Participant deferral / active EE | $2,430 | $2,846-14.6% | $3,843-36.8% | $4,126-41.1% |
| Admin fee / account holder | $1,779 | $3,873-54.1% | $5,196-65.8% | $7,339-75.8% |