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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 | $16,971 | $39,028-56.5% | $80,741-79.0% | $85,847-80.2% |
| Participation rate | 95.1% | 41.6%+53.6pp | 54.2%+41.0pp | 69.3%+25.8pp |
| Annual return | 13.17% | 26.31%-13.1pp | 87.30%-74.1pp | 318.61%-305.4pp |
| Employer contribution / active EE | $3,046 | $722+321.7% | $1,160+162.5% | $2,565+18.7% |
| Participant deferral / active EE | $1,853 | $1,326+39.7% | $2,145-13.6% | $3,952-53.1% |
| Admin fee / account holder | $1,279 | $2,429-47.3% | $3,380-62.2% | $6,261-79.6% |