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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 | $11,957 | $61,787-80.6% | $97,197-87.7% | $80,925-85.2% |
| Participation rate | 82.8% | 63.5%+19.3pp | 72.7%+10.1pp | 67.7%+15.1pp |
| Annual return | 13.34% | -558.16%+571.5pp | 75.47%-62.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $799 | $1,836-56.5% | $2,723-70.7% | $2,756-71.0% |
| Participant deferral / active EE | $2,361 | $3,027-22.0% | $4,263-44.6% | $4,299-45.1% |
| Admin fee / account holder | $525 | $5,170-89.8% | $5,637-90.7% | $6,940-92.4% |