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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 | $12,539 | $28,624-56.2% | $53,647-76.6% | $82,637-84.8% |
| Participation rate | 88.9% | 47.3%+41.6pp | 56.3%+32.6pp | 68.1%+20.8pp |
| Annual return | 19.38% | 664.98%-645.6pp | 358.33%-339.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $1,215 | $637+90.8% | $962+26.3% | $2,552-52.4% |
| Participant deferral / active EE | $3,803 | $1,196+217.9% | $1,813+109.7% | $4,126-7.8% |
| Admin fee / account holder | $1,107 | $2,022-45.3% | $2,460-55.0% | $7,339-84.9% |