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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 | $20,617 | $53,128-61.2% | $86,582-76.2% | $70,126-70.6% |
| Participation rate | 82.2% | 65.3%+16.9pp | 73.5%+8.7pp | 69.5%+12.7pp |
| Annual return | 13.00% | 27.66%-14.7pp | 965.08%-952.1pp | 73.15%-60.1pp |
| Employer contribution / active EE | $1,090 | $2,068-47.3% | $2,839-61.6% | $2,343-53.4% |
| Participant deferral / active EE | $1,384 | $2,695-48.6% | $3,609-61.6% | $3,332-58.4% |
| Admin fee / account holder | $371 | $3,584-89.6% | $4,904-92.4% | $4,645-92.0% |