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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 | $15,259 | $53,128-71.3% | $86,582-82.4% | $70,126-78.2% |
| Participation rate | 78.4% | 65.3%+13.1pp | 73.5%+4.9pp | 69.5%+8.9pp |
| Annual return | 19.17% | 27.66%-8.5pp | 965.08%-945.9pp | 73.15%-54.0pp |
| Employer contribution / active EE | $1,382 | $2,068-33.2% | $2,839-51.3% | $2,343-41.0% |
| Participant deferral / active EE | $2,691 | $2,695-0.2% | $3,609-25.4% | $3,332-19.2% |
| Admin fee / account holder | $1,734 | $3,584-51.6% | $4,904-64.6% | $4,645-62.7% |