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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 | $11,797 | $39,036-69.8% | $80,784-85.4% | $85,851-86.3% |
| Participation rate | 94.8% | 41.6%+53.3pp | 54.2%+40.7pp | 69.3%+25.5pp |
| Annual return | 18.66% | 26.31%-7.7pp | 87.31%-68.7pp | 318.63%-300.0pp |
| Employer contribution / active EE | $1,104 | $722+52.8% | $1,160-4.9% | $2,565-57.0% |
| Participant deferral / active EE | $1,560 | $1,326+17.6% | $2,145-27.3% | $3,952-60.5% |
| Admin fee / account holder | $741 | $2,429-69.5% | $3,380-78.1% | $6,261-88.2% |