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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 | $58,311-85.5% | $81,882-89.7% | $80,959-89.5% |
| Participation rate | 87.5% | 63.5%+24.0pp | 72.4%+15.1pp | 67.7%+19.8pp |
| Annual return | 11.60% | 41.85%-30.3pp | 779.47%-767.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,721 | $2,347-26.7% | $2,916-41.0% | $2,757-37.6% |
| Participant deferral / active EE | $1,861 | $3,287-43.4% | $4,323-57.0% | $4,300-56.7% |
| Admin fee / account holder | $3,831 | $4,752-19.4% | $7,360-48.0% | $6,925-44.7% |