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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 | $19,131 | $51,638-63.0% | $68,368-72.0% | $82,448-76.8% |
| Participation rate | 85.7% | 63.6%+22.1pp | 73.8%+12.0pp | 68.1%+17.6pp |
| Annual return | 13.89% | 37.53%-23.6pp | 292.57%-278.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $861 | $2,047-57.9% | $2,649-67.5% | $2,551-66.2% |
| Participant deferral / active EE | $1,918 | $2,914-34.2% | $4,123-53.5% | $4,139-53.7% |
| Admin fee / account holder | $468 | $4,643-89.9% | $5,150-90.9% | $7,234-93.5% |