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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 | $11,133 | $39,028-71.5% | $80,741-86.2% | $85,847-87.0% |
| Participation rate | 90.4% | 41.6%+48.8pp | 54.2%+36.2pp | 69.3%+21.1pp |
| Annual return | 17.21% | 26.31%-9.1pp | 87.30%-70.1pp | 318.61%-301.4pp |
| Employer contribution / active EE | $1,038 | $722+43.7% | $1,160-10.5% | $2,565-59.5% |
| Participant deferral / active EE | $1,503 | $1,326+13.3% | $2,145-30.0% | $3,952-62.0% |
| Admin fee / account holder | $413 | $2,429-83.0% | $3,380-87.8% | $6,261-93.4% |