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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 | $1,925 | $67,823-97.2% | $52,425-96.3% | $137,256-98.6% |
| Participation rate | 81.8% | 63.9%+17.9pp | 55.6%+26.2pp | 80.0%+1.9pp |
| Annual return | 10.05% | 219.11%-209.1pp | 302.12%-292.1pp | 220.34%-210.3pp |
| Employer contribution / active EE | $379 | $1,163-67.4% | $914-58.6% | $4,156-90.9% |
| Participant deferral / active EE | $807 | $2,288-64.7% | $1,790-54.9% | $6,407-87.4% |
| Admin fee / account holder | $1,624 | $2,844-42.9% | $2,495-34.9% | $12,270-86.8% |