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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 | $14,244 | $29,716-52.1% | $56,077-74.6% | $80,925-82.4% |
| Participation rate | 75.7% | 41.7%+34.0pp | 52.5%+23.2pp | 67.7%+8.0pp |
| Annual return | 12.77% | 35.30%-22.5pp | 1709.28%-1696.5pp | 35.65%-22.9pp |
| Employer contribution / active EE | $661 | $671-1.5% | $1,040-36.4% | $2,756-76.0% |
| Participant deferral / active EE | $1,337 | $1,228+8.8% | $1,954-31.6% | $4,299-68.9% |
| Admin fee / account holder | $1,194 | $2,432-50.9% | $2,825-57.7% | $6,940-82.8% |