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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 | $4,784 | $24,618-80.6% | $71,585-93.3% | $82,637-94.2% |
| Participation rate | 87.7% | 68.2%+19.5pp | 68.2%+19.5pp | 68.1%+19.6pp |
| Annual return | 21.67% | 93.17%-71.5pp | 59.26%-37.6pp | 53.51%-31.8pp |
| Employer contribution / active EE | $807 | $852-5.2% | $1,669-51.6% | $2,552-68.4% |
| Participant deferral / active EE | $914 | $1,720-46.9% | $2,923-68.8% | $4,126-77.9% |
| Admin fee / account holder | $475 | $3,285-85.5% | $4,712-89.9% | $7,339-93.5% |