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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 | $19,279 | $110,551-82.6% | $80,741-76.1% | $167,518-88.5% |
| Participation rate | 80.0% | 64.0%+16.0pp | 54.2%+25.8pp | 82.1%-2.1pp |
| Annual return | 12.34% | 120.57%-108.2pp | 87.30%-75.0pp | 478.71%-466.4pp |
| Employer contribution / active EE | $137 | $1,543-91.1% | $1,160-88.2% | $4,838-97.2% |
| Participant deferral / active EE | $2,244 | $2,870-21.8% | $2,145+4.6% | $6,342-64.6% |
| Admin fee / account holder | $952 | $4,547-79.1% | $3,380-71.8% | $12,312-92.3% |