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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 | $29,670-51.1% | $56,054-74.1% | $80,911-82.1% |
| Participation rate | 88.5% | 41.7%+46.8pp | 52.5%+36.0pp | 67.6%+20.8pp |
| Annual return | 11.49% | 35.24%-23.7pp | 1705.95%-1694.5pp | 35.63%-24.1pp |
| Employer contribution / active EE | $727 | $670+8.5% | $1,039-30.1% | $2,756-73.6% |
| Participant deferral / active EE | $1,622 | $1,227+32.2% | $1,952-16.9% | $4,297-62.3% |
| Admin fee / account holder | $1,152 | $2,431-52.6% | $2,822-59.2% | $6,935-83.4% |