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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 | $20,541 | $75,962-73.0% | $154,111-86.7% | $64,173-68.0% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | 6.58% | 30.32%-23.7pp | 735.18%-728.6pp | 7.63%-1.1pp |
| Employer contribution / active EE | $1,267 | $3,350-62.2% | $5,298-76.1% | $2,381-46.8% |
| Participant deferral / active EE | $1,253 | $3,175-60.5% | $5,081-75.3% | $3,470-63.9% |
| Admin fee / account holder | $332 | $5,589-94.1% | $13,411-97.5% | $4,887-93.2% |