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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 | $3,092 | $29,051-89.4% | $52,425-94.1% | $67,986-95.5% |
| Participation rate | 70.5% | 30.4%+40.1pp | 55.6%+14.9pp | 57.2%+13.3pp |
| Annual return | 38.58% | 24.00%+14.6pp | 302.12%-263.5pp | 31.67%+6.9pp |
| Employer contribution / active EE | $769 | $412+86.9% | $914-15.8% | $2,019-61.9% |
| Participant deferral / active EE | $1,017 | $873+16.5% | $1,790-43.2% | $3,358-69.7% |
| Admin fee / account holder | $506 | $2,113-76.1% | $2,495-79.7% | $3,203-84.2% |