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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 | $13,121 | $107,015-87.7% | $73,545-82.2% | $147,585-91.1% |
| Participation rate | 72.7% | 66.4%+6.3pp | 54.9%+17.8pp | 82.8%-10.1pp |
| Annual return | 16.05% | 38.25%-22.2pp | -15.16%+31.2pp | 578.58%-562.5pp |
| Employer contribution / active EE | $1,012 | $1,760-42.5% | $1,219-17.0% | $4,876-79.3% |
| Participant deferral / active EE | $1,481 | $2,462-39.8% | $1,806-18.0% | $5,439-72.8% |
| Admin fee / account holder | $302 | $3,055-90.1% | $2,320-87.0% | $10,886-97.2% |