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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 | $15,835 | $108,285-85.4% | $77,552-79.6% | $158,982-90.0% |
| Participation rate | 77.8% | 64.4%+13.4pp | 54.2%+23.6pp | 82.0%-4.2pp |
| Annual return | 7.31% | 31.69%-24.4pp | 54.82%-47.5pp | 302.99%-295.7pp |
| Employer contribution / active EE | $493 | $1,325-62.8% | $987-50.0% | $4,763-89.6% |
| Participant deferral / active EE | $493 | $2,455-79.9% | $1,861-73.5% | $5,983-91.8% |
| Admin fee / account holder | $10,681 | $3,709+188.0% | $2,859+273.6% | $11,252-5.1% |