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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 | $26,422 | $102,385-74.2% | $147,080-82.0% | $80,935-67.4% |
| Participation rate | 89.5% | 75.9%+13.6pp | 82.2%+7.3pp | 67.7%+21.8pp |
| Annual return | 12.11% | 135.09%-123.0pp | 420.17%-408.1pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,793 | $3,717-51.8% | $4,933-63.7% | $2,757-35.0% |
| Participant deferral / active EE | $3,403 | $6,651-48.8% | $8,066-57.8% | $4,299-20.8% |
| Admin fee / account holder | $796 | $7,951-90.0% | $12,989-93.9% | $6,924-88.5% |