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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 | $11,671 | $48,053-75.7% | $84,628-86.2% | $72,975-84.0% |
| Participation rate | 85.5% | 57.6%+27.9pp | 68.2%+17.2pp | 69.5%+16.0pp |
| Annual return | 38.87% | 37.39%+1.5pp | 258.80%-219.9pp | 81.01%-42.1pp |
| Employer contribution / active EE | $2,722 | $1,602+69.9% | $2,653+2.6% | $2,440+11.6% |
| Participant deferral / active EE | $832 | $2,681-68.9% | $3,900-78.7% | $3,608-76.9% |
| Admin fee / account holder | $338 | $3,395-90.1% | $4,914-93.1% | $5,124-93.4% |