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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 | $12,354 | $52,353-76.4% | $120,225-89.7% | $82,448-85.0% |
| Participation rate | 87.2% | 58.3%+28.9pp | 69.6%+17.6pp | 68.1%+19.1pp |
| Annual return | 16.42% | 61.85%-45.4pp | 439.23%-422.8pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,404 | $1,510-7.0% | $3,475-59.6% | $2,551-45.0% |
| Participant deferral / active EE | $1,324 | $2,627-49.6% | $3,999-66.9% | $4,139-68.0% |
| Admin fee / account holder | $610 | $4,363-86.0% | $5,696-89.3% | $7,234-91.6% |