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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 | $16,274 | $58,258-72.1% | $81,820-80.1% | $80,925-79.9% |
| Participation rate | 81.5% | 63.5%+18.0pp | 72.4%+9.1pp | 67.7%+13.8pp |
| Annual return | 13.81% | 41.76%-28.0pp | 777.93%-764.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,092 | $2,345-53.4% | $2,915-62.5% | $2,756-60.4% |
| Participant deferral / active EE | $2,607 | $3,284-20.6% | $4,323-39.7% | $4,299-39.4% |
| Admin fee / account holder | $591 | $4,976-88.1% | $7,391-92.0% | $6,940-91.5% |