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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 | $22,937 | $81,696-71.9% | $70,494-67.5% | $158,982-85.6% |
| Participation rate | 86.4% | 77.7%+8.6pp | 75.1%+11.3pp | 82.0%+4.4pp |
| Annual return | 6.74% | 208.70%-202.0pp | 109.16%-102.4pp | 302.99%-296.2pp |
| Employer contribution / active EE | $1,360 | $3,220-57.8% | $2,738-50.3% | $4,763-71.4% |
| Participant deferral / active EE | $1,360 | $4,558-70.2% | $3,711-63.3% | $5,983-77.3% |
| Admin fee / account holder | $440 | $6,200-92.9% | $3,848-88.6% | $11,252-96.1% |