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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 | $11,375 | $47,479-76.0% | $62,929-81.9% | $82,448-86.2% |
| Participation rate | 87.1% | 66.9%+20.2pp | 73.1%+14.0pp | 68.1%+19.0pp |
| Annual return | 12.85% | 20.34%-7.5pp | 1063.93%-1051.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,675 | $1,885-11.2% | $2,505-33.1% | $2,551-34.3% |
| Participant deferral / active EE | $2,209 | $2,870-23.1% | $3,888-43.2% | $4,139-46.6% |
| Admin fee / account holder | $932 | $3,804-75.5% | $5,065-81.6% | $7,234-87.1% |