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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 | $13,082 | $45,152-71.0% | $73,836-82.3% | $59,633-78.1% |
| Participation rate | 72.2% | 64.0%+8.2pp | 73.4%-1.2pp | 68.7%+3.6pp |
| Annual return | 8.84% | 27.40%-18.6pp | 2268.06%-2259.2pp | 2041.45%-2032.6pp |
| Employer contribution / active EE | $388 | $1,901-79.6% | $2,787-86.1% | $2,203-82.4% |
| Participant deferral / active EE | $1,821 | $2,573-29.2% | $3,583-49.2% | $3,192-43.0% |
| Admin fee / account holder | $313 | $3,515-91.1% | $4,882-93.6% | $4,297-92.7% |