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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 | $11,126 | $58,275-80.9% | $81,844-86.4% | $80,935-86.3% |
| Participation rate | 98.1% | 63.5%+34.6pp | 72.4%+25.7pp | 67.7%+30.5pp |
| Annual return | 12.54% | 41.82%-29.3pp | 778.87%-766.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,396 | $2,346-40.5% | $2,916-52.1% | $2,757-49.4% |
| Participant deferral / active EE | $2,505 | $3,285-23.7% | $4,323-42.1% | $4,299-41.7% |
| Admin fee / account holder | $1,713 | $4,749-63.9% | $7,355-76.7% | $6,924-75.3% |