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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 | $16,995 | $39,036-56.5% | $80,784-79.0% | $85,851-80.2% |
| Participation rate | 92.5% | 41.6%+50.9pp | 54.2%+38.3pp | 69.3%+23.2pp |
| Annual return | 17.45% | 26.31%-8.9pp | 87.31%-69.9pp | 318.63%-301.2pp |
| Employer contribution / active EE | $2,144 | $722+196.8% | $1,160+84.8% | $2,565-16.4% |
| Participant deferral / active EE | $1,904 | $1,326+43.6% | $2,145-11.2% | $3,952-51.8% |
| Admin fee / account holder | $397 | $2,429-83.6% | $3,380-88.2% | $6,261-93.7% |