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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 | $15,151 | $56,134-73.0% | $96,171-84.2% | $85,847-82.4% |
| Participation rate | 92.6% | 56.7%+35.9pp | 68.4%+24.1pp | 69.3%+23.3pp |
| Annual return | 13.25% | 42.30%-29.1pp | 192.04%-178.8pp | 318.61%-305.4pp |
| Employer contribution / active EE | $2,814 | $1,620+73.7% | $2,799+0.5% | $2,565+9.7% |
| Participant deferral / active EE | $2,210 | $2,858-22.7% | $4,350-49.2% | $3,952-44.1% |
| Admin fee / account holder | $574 | $3,769-84.8% | $5,538-89.6% | $6,261-90.8% |