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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 | $11,984 | $58,258-79.4% | $81,820-85.4% | $80,925-85.2% |
| Participation rate | 85.0% | 63.5%+21.5pp | 72.4%+12.6pp | 67.7%+17.3pp |
| Annual return | 12.45% | 41.76%-29.3pp | 777.93%-765.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $1,870 | $2,345-20.3% | $2,915-35.8% | $2,756-32.2% |
| Participant deferral / active EE | $3,798 | $3,284+15.7% | $4,323-12.1% | $4,299-11.6% |
| Admin fee / account holder | $1,730 | $4,976-65.2% | $7,391-76.6% | $6,940-75.1% |