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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 | $1,051 | $69,118-98.5% | $53,647-98.0% | $138,895-99.2% |
| Participation rate | 76.5% | 64.0%+12.5pp | 56.3%+20.2pp | 79.9%-3.4pp |
| Annual return | 16.85% | 248.26%-231.4pp | 358.33%-341.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $959 | $2,274-57.8% | $1,813-47.1% | $6,396-85.0% |
| Admin fee / account holder | $2,040 | $2,724-25.1% | $2,460-17.1% | $12,562-83.8% |