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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 | $13,504 | $52,279-74.2% | $89,414-84.9% | $79,852-83.1% |
| Participation rate | 90.9% | 57.5%+33.4pp | 68.0%+22.9pp | 69.6%+21.3pp |
| Annual return | 21.15% | 22.16%-1.0pp | 245.50%-224.3pp | 31.72%-10.6pp |
| Employer contribution / active EE | $2,146 | $1,572+36.5% | $2,586-17.0% | $2,471-13.2% |
| Participant deferral / active EE | $2,708 | $2,740-1.2% | $3,890-30.4% | $3,740-27.6% |
| Admin fee / account holder | $892 | $3,356-73.4% | $4,883-81.7% | $5,306-83.2% |