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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 | $26,823 | $48,432-44.6% | $121,210-77.9% | $71,529-62.5% |
| Participation rate | 72.5% | 54.3%+18.2pp | 69.5%+3.0pp | 67.9%+4.6pp |
| Annual return | 16.86% | 23.28%-6.4pp | 987.41%-970.6pp | 28.97%-12.1pp |
| Employer contribution / active EE | $1,182 | $1,493-20.8% | $4,171-71.6% | $2,590-54.3% |
| Participant deferral / active EE | $2,363 | $2,756-14.3% | $4,084-42.1% | $4,291-44.9% |
| Admin fee / account holder | $6,803 | $1,845+268.8% | $5,647+20.5% | $1,588+328.3% |