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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 | $21,458 | $32,117-33.2% | $71,086-69.8% | $64,173-66.6% |
| Participation rate | 81.5% | 42.7%+38.8pp | 54.7%+26.8pp | 69.6%+11.9pp |
| Annual return | 11.52% | -5.57%+17.1pp | 650.59%-639.1pp | 7.63%+3.9pp |
| Employer contribution / active EE | $1,008 | $712+41.5% | $1,088-7.3% | $2,381-57.7% |
| Participant deferral / active EE | $2,900 | $1,263+129.6% | $1,874+54.7% | $3,470-16.4% |
| Admin fee / account holder | $354 | $2,759-87.2% | $3,082-88.5% | $4,887-92.8% |