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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 | $15,727 | $39,028-59.7% | $80,741-80.5% | $85,847-81.7% |
| Participation rate | 70.5% | 41.6%+28.9pp | 54.2%+16.3pp | 69.3%+1.1pp |
| Annual return | 20.37% | 26.31%-5.9pp | 87.30%-66.9pp | 318.61%-298.2pp |
| Employer contribution / active EE | $675 | $722-6.5% | $1,160-41.8% | $2,565-73.7% |
| Participant deferral / active EE | $1,773 | $1,326+33.7% | $2,145-17.3% | $3,952-55.1% |
| Admin fee / account holder | $493 | $2,429-79.7% | $3,380-85.4% | $6,261-92.1% |