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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 | $8,462 | $58,234-85.5% | $81,783-89.7% | $80,874-89.5% |
| Participation rate | 87.5% | 63.4%+24.1pp | 72.4%+15.1pp | 67.6%+19.9pp |
| Annual return | 11.60% | 41.70%-30.1pp | 775.05%-763.5pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,721 | $2,341-26.5% | $2,913-40.9% | $2,756-37.6% |
| Participant deferral / active EE | $1,861 | $3,283-43.3% | $4,320-56.9% | $4,297-56.7% |
| Admin fee / account holder | $3,831 | $4,982-23.1% | $7,380-48.1% | $6,935-44.8% |