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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 | $16,276 | $69,248-76.5% | $64,101-74.6% | $139,466-88.3% |
| Participation rate | 94.4% | 75.6%+18.8pp | 72.3%+22.1pp | 80.3%+14.1pp |
| Annual return | 13.95% | 45.95%-32.0pp | 33.72%-19.8pp | 373.66%-359.7pp |
| Employer contribution / active EE | $1,581 | $3,185-50.4% | $2,749-42.5% | $4,754-66.7% |
| Participant deferral / active EE | $4,171 | $4,682-10.9% | $3,881+7.5% | $6,712-37.9% |
| Admin fee / account holder | $605 | $4,247-85.8% | $3,070-80.3% | $11,409-94.7% |