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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 | $14,501 | $29,733-51.2% | $56,025-74.1% | $80,959-82.1% |
| Participation rate | 88.5% | 41.7%+46.7pp | 52.5%+36.0pp | 67.7%+20.8pp |
| Annual return | 11.49% | 35.28%-23.8pp | 1712.69%-1701.2pp | 35.67%-24.2pp |
| Employer contribution / active EE | $727 | $672+8.2% | $1,042-30.2% | $2,757-73.6% |
| Participant deferral / active EE | $1,622 | $1,229+31.9% | $1,955-17.0% | $4,300-62.3% |
| Admin fee / account holder | $1,152 | $2,434-52.7% | $2,828-59.3% | $6,925-83.4% |