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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 | $28,369 | $56,134-49.5% | $96,171-70.5% | $85,847-67.0% |
| Participation rate | 83.9% | 56.7%+27.2pp | 68.4%+15.4pp | 69.3%+14.6pp |
| Annual return | 13.64% | 42.30%-28.7pp | 192.04%-178.4pp | 318.61%-305.0pp |
| Employer contribution / active EE | $307 | $1,620-81.0% | $2,799-89.0% | $2,565-88.0% |
| Participant deferral / active EE | $2,369 | $2,858-17.1% | $4,350-45.6% | $3,952-40.1% |
| Admin fee / account holder | $9,719 | $3,769+157.9% | $5,538+75.5% | $6,261+55.2% |