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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 | $15,148 | $47,479-68.1% | $62,929-75.9% | $82,448-81.6% |
| Participation rate | 75.0% | 66.9%+8.1pp | 73.1%+1.9pp | 68.1%+6.9pp |
| Annual return | 16.18% | 20.34%-4.2pp | 1063.93%-1047.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $998 | $1,885-47.1% | $2,505-60.2% | $2,551-60.9% |
| Participant deferral / active EE | $2,110 | $2,870-26.5% | $3,888-45.7% | $4,139-49.0% |
| Admin fee / account holder | $1,815 | $3,804-52.3% | $5,065-64.2% | $7,234-74.9% |