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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 | $11,427 | $49,896-77.1% | $80,627-85.8% | $75,173-84.8% |
| Participation rate | 96.6% | 55.3%+41.2pp | 67.0%+29.5pp | 67.2%+29.3pp |
| Annual return | 27.26% | 34.67%-7.4pp | 936.76%-909.5pp | 160.72%-133.5pp |
| Employer contribution / active EE | $2,465 | $1,699+45.1% | $2,723-9.5% | $2,671-7.7% |
| Participant deferral / active EE | $3,824 | $2,992+27.8% | $4,443-13.9% | $4,126-7.3% |
| Admin fee / account holder | $308 | $3,578-91.4% | $5,381-94.3% | $5,651-94.5% |