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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 | $24,233 | $110,551-78.1% | $80,741-70.0% | $167,536-85.5% |
| Participation rate | 85.7% | 64.0%+21.8pp | 54.2%+31.6pp | 82.1%+3.6pp |
| Annual return | 14.39% | 120.57%-106.2pp | 87.30%-72.9pp | 478.82%-464.4pp |
| Employer contribution / active EE | $664 | $1,543-56.9% | $1,160-42.7% | $4,839-86.3% |
| Participant deferral / active EE | $722 | $2,870-74.9% | $2,145-66.4% | $6,342-88.6% |
| Admin fee / account holder | $1,211 | $4,547-73.4% | $3,380-64.2% | $12,315-90.2% |