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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 | $33,350 | $51,184-34.8% | $66,439-49.8% | $86,983-61.7% |
| Participation rate | 78.8% | 68.5%+10.3pp | 74.5%+4.3pp | 69.5%+9.3pp |
| Annual return | 11.58% | 17.07%-5.5pp | 757.66%-746.1pp | 25.83%-14.3pp |
| Employer contribution / active EE | $1,858 | $2,023-8.1% | $2,637-29.5% | $2,584-28.1% |
| Participant deferral / active EE | $1,933 | $2,927-34.0% | $3,876-50.1% | $4,194-53.9% |
| Admin fee / account holder | $1,839 | $4,154-55.7% | $6,173-70.2% | $7,856-76.6% |