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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 | $21,640 | $51,184-57.7% | $66,439-67.4% | $86,983-75.1% |
| Participation rate | 95.8% | 68.5%+27.3pp | 74.5%+21.3pp | 69.5%+26.3pp |
| Annual return | 13.85% | 17.07%-3.2pp | 757.66%-743.8pp | 25.83%-12.0pp |
| Employer contribution / active EE | $1,520 | $2,023-24.8% | $2,637-42.3% | $2,584-41.2% |
| Participant deferral / active EE | $2,036 | $2,927-30.5% | $3,876-47.5% | $4,194-51.5% |
| Admin fee / account holder | $1,765 | $4,154-57.5% | $6,173-71.4% | $7,856-77.5% |