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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 | $56,431-50.1% | $130,788-78.5% | $87,485-67.8% |
| Participation rate | 81.3% | 58.9%+22.3pp | 70.1%+11.1pp | 68.9%+12.3pp |
| Annual return | 16.34% | 91.27%-74.9pp | 386.44%-370.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $668 | $1,549-56.9% | $3,558-81.2% | $2,596-74.3% |
| Participant deferral / active EE | $1,570 | $2,749-42.9% | $4,137-62.0% | $4,274-63.3% |
| Admin fee / account holder | $533 | $4,433-88.0% | $6,673-92.0% | $7,775-93.1% |