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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 | $5,544 | $29,319-81.1% | $52,425-89.4% | $82,448-93.3% |
| Participation rate | 82.2% | 46.9%+35.4pp | 55.6%+26.6pp | 68.1%+14.2pp |
| Annual return | 21.84% | 535.20%-513.4pp | 302.12%-280.3pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,020 | $586+73.9% | $914+11.6% | $2,551-60.0% |
| Participant deferral / active EE | $1,162 | $1,171-0.8% | $1,790-35.1% | $4,139-71.9% |
| Admin fee / account holder | $320 | $1,962-83.7% | $2,495-87.2% | $7,234-95.6% |