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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 | $11,939 | $58,241-79.5% | $81,780-85.4% | $80,911-85.2% |
| Participation rate | 97.8% | 63.4%+34.4pp | 72.4%+25.5pp | 67.6%+30.2pp |
| Annual return | 11.41% | 41.73%-30.3pp | 776.27%-764.9pp | 35.63%-24.2pp |
| Employer contribution / active EE | $3,002 | $2,343+28.1% | $2,914+3.0% | $2,756+8.9% |
| Participant deferral / active EE | $1,163 | $3,283-64.6% | $4,321-73.1% | $4,297-72.9% |
| Admin fee / account holder | $365 | $4,973-92.7% | $7,384-95.1% | $6,935-94.7% |