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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 | $15,841 | $85,171-81.4% | $172,753-90.8% | $72,976-78.3% |
| Participation rate | 88.4% | 70.1%+18.3pp | 82.6%+5.7pp | 69.5%+18.9pp |
| Annual return | 21.65% | 27.32%-5.7pp | 803.00%-781.3pp | 81.02%-59.4pp |
| Employer contribution / active EE | $1,240 | $3,324-62.7% | $5,144-75.9% | $2,440-49.2% |
| Participant deferral / active EE | $2,794 | $3,260-14.3% | $5,198-46.3% | $3,608-22.6% |
| Admin fee / account holder | $955 | $5,880-83.8% | $13,956-93.2% | $5,124-81.4% |