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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 | $26,589 | $47,479-44.0% | $62,929-57.7% | $82,448-67.8% |
| Participation rate | 93.3% | 66.9%+26.5pp | 73.1%+20.2pp | 68.1%+25.3pp |
| Annual return | 15.77% | 20.34%-4.6pp | 1063.93%-1048.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $488 | $1,885-74.1% | $2,505-80.5% | $2,551-80.9% |
| Participant deferral / active EE | $2,760 | $2,870-3.8% | $3,888-29.0% | $4,139-33.3% |
| Admin fee / account holder | $2,217 | $3,804-41.7% | $5,065-56.2% | $7,234-69.4% |