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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 | $28,137 | $52,353-46.3% | $120,225-76.6% | $82,448-65.9% |
| Participation rate | 81.3% | 58.3%+22.9pp | 69.6%+11.7pp | 68.1%+13.2pp |
| Annual return | 16.34% | 61.85%-45.5pp | 439.23%-422.9pp | 41.64%-25.3pp |
| Employer contribution / active EE | $668 | $1,510-55.8% | $3,475-80.8% | $2,551-73.8% |
| Participant deferral / active EE | $1,570 | $2,627-40.2% | $3,999-60.7% | $4,139-62.1% |
| Admin fee / account holder | $533 | $4,363-87.8% | $5,696-90.6% | $7,234-92.6% |