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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 | $58,241-80.9% | $81,780-86.4% | $80,911-86.2% |
| Participation rate | 98.1% | 63.4%+34.7pp | 72.4%+25.8pp | 67.6%+30.5pp |
| Annual return | 12.54% | 41.73%-29.2pp | 776.27%-763.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $1,396 | $2,343-40.4% | $2,914-52.1% | $2,756-49.3% |
| Participant deferral / active EE | $2,505 | $3,283-23.7% | $4,321-42.0% | $4,297-41.7% |
| Admin fee / account holder | $1,713 | $4,973-65.6% | $7,384-76.8% | $6,935-75.3% |