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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 | $12,898 | $77,908-83.4% | $149,696-91.4% | $75,173-82.8% |
| Participation rate | 98.3% | 65.6%+32.8pp | 78.8%+19.6pp | 67.2%+31.1pp |
| Annual return | 15.71% | 31.73%-16.0pp | 134.46%-118.7pp | 160.72%-145.0pp |
| Employer contribution / active EE | $629 | $3,138-80.0% | $4,821-87.0% | $2,671-76.5% |
| Participant deferral / active EE | $1,342 | $3,411-60.7% | $5,682-76.4% | $4,126-67.5% |
| Admin fee / account holder | $895 | $5,950-85.0% | $13,212-93.2% | $5,651-84.2% |