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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 | $13,592 | $22,602-39.9% | $65,583-79.3% | $75,177-81.9% |
| Participation rate | 75.7% | 63.1%+12.6pp | 65.0%+10.7pp | 67.2%+8.5pp |
| Annual return | 18.68% | 71.13%-52.5pp | 47.46%-28.8pp | 160.75%-142.1pp |
| Employer contribution / active EE | $945 | $941+0.5% | $1,692-44.1% | $2,671-64.6% |
| Participant deferral / active EE | $3,377 | $1,695+99.3% | $2,833+19.2% | $4,126-18.2% |
| Admin fee / account holder | $1,050 | $1,877-44.1% | $4,112-74.5% | $5,651-81.4% |