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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 | $13,965 | $52,353-73.3% | $120,225-88.4% | $82,448-83.1% |
| Participation rate | 81.7% | 58.3%+23.4pp | 69.6%+12.1pp | 68.1%+13.6pp |
| Annual return | 14.85% | 61.85%-47.0pp | 439.23%-424.4pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,460 | $1,510-3.3% | $3,475-58.0% | $2,551-42.8% |
| Participant deferral / active EE | $2,405 | $2,627-8.5% | $3,999-39.9% | $4,139-41.9% |
| Admin fee / account holder | $7,445 | $4,363+70.7% | $5,696+30.7% | $7,234+2.9% |