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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 | $58,275-79.5% | $81,844-85.4% | $80,935-85.2% |
| Participation rate | 97.8% | 63.5%+34.4pp | 72.4%+25.4pp | 67.7%+30.2pp |
| Annual return | 11.41% | 41.82%-30.4pp | 778.87%-767.5pp | 35.66%-24.2pp |
| Employer contribution / active EE | $3,002 | $2,346+28.0% | $2,916+2.9% | $2,757+8.9% |
| Participant deferral / active EE | $1,163 | $3,285-64.6% | $4,323-73.1% | $4,299-73.0% |
| Admin fee / account holder | $365 | $4,749-92.3% | $7,355-95.0% | $6,924-94.7% |