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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 | $11,959 | $63,703-81.2% | $93,063-87.1% | $82,448-85.5% |
| Participation rate | 70.7% | 63.8%+6.9pp | 72.1%-1.4pp | 68.1%+2.7pp |
| Annual return | 26.21% | -775.43%+801.6pp | 34.15%-7.9pp | 41.64%-15.4pp |
| Employer contribution / active EE | $1,211 | $1,729-29.9% | $2,476-51.1% | $2,551-52.5% |
| Participant deferral / active EE | $2,195 | $2,919-24.8% | $3,958-44.5% | $4,139-47.0% |
| Admin fee / account holder | $688 | $5,982-88.5% | $6,033-88.6% | $7,234-90.5% |