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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 | $12,433 | $28,624-56.6% | $53,647-76.8% | $82,637-85.0% |
| Participation rate | 76.3% | 47.3%+29.0pp | 56.3%+20.0pp | 68.1%+8.3pp |
| Annual return | 22.27% | 664.98%-642.7pp | 358.33%-336.1pp | 53.51%-31.2pp |
| Employer contribution / active EE | $765 | $637+20.1% | $962-20.5% | $2,552-70.0% |
| Participant deferral / active EE | $2,034 | $1,196+70.1% | $1,813+12.2% | $4,126-50.7% |
| Admin fee / account holder | $440 | $2,022-78.2% | $2,460-82.1% | $7,339-94.0% |