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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 | $21,070 | $77,920-73.0% | $149,723-85.9% | $75,177-72.0% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 67.17% | 31.72%+35.5pp | 134.50%-67.3pp | 160.75%-93.6pp |
| Employer contribution / active EE | $1,036 | $3,138-67.0% | $4,821-78.5% | $2,671-61.2% |
| Participant deferral / active EE | $9,952 | $3,411+191.7% | $5,682+75.1% | $4,126+141.2% |
| Admin fee / account holder | $722 | $5,951-87.9% | $13,215-94.5% | $5,651-87.2% |