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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 | $51,184-68.4% | $66,439-75.6% | $86,983-81.4% |
| Participation rate | 98.2% | 68.5%+29.8pp | 74.5%+23.8pp | 69.5%+28.7pp |
| Annual return | 15.88% | 17.07%-1.2pp | 757.66%-741.8pp | 25.83%-10.0pp |
| Employer contribution / active EE | $1,382 | $2,023-31.7% | $2,637-47.6% | $2,584-46.5% |
| Participant deferral / active EE | $2,430 | $2,927-17.0% | $3,876-37.3% | $4,194-42.1% |
| Admin fee / account holder | $1,779 | $4,154-57.2% | $6,173-71.2% | $7,856-77.4% |