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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 | $20,417 | $100,203-79.6% | $85,240-76.0% | $145,897-86.0% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 10.51% | 84.28%-73.8pp | 66.75%-56.2pp | 552.29%-541.8pp |
| Employer contribution / active EE | $542 | $3,242-83.3% | $2,735-80.2% | $4,663-88.4% |
| Participant deferral / active EE | $1,234 | $5,299-76.7% | $4,527-72.8% | $6,689-81.6% |
| Admin fee / account holder | $712 | $7,265-90.2% | $6,165-88.4% | $13,390-94.7% |