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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 | $18,542 | $56,484-67.2% | $169,452-89.1% | $64,173-71.1% |
| Participation rate | 85.2% | 64.5%+20.6pp | 77.8%+7.4pp | 69.6%+15.6pp |
| Annual return | 205.39% | -1.55%+206.9pp | 1.83%+203.6pp | 7.63%+197.8pp |
| Employer contribution / active EE | $3,839 | $1,832+109.5% | $4,157-7.6% | $2,381+61.2% |
| Participant deferral / active EE | $6,453 | $3,448+87.2% | $5,277+22.3% | $3,470+86.0% |
| Admin fee / account holder | $753 | $4,174-82.0% | $9,110-91.7% | $4,887-84.6% |