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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 | $12,240 | $29,736-58.8% | $56,033-78.2% | $80,935-84.9% |
| Participation rate | 87.9% | 41.7%+46.2pp | 52.5%+35.4pp | 67.7%+20.2pp |
| Annual return | 14.33% | 35.28%-20.9pp | 1711.38%-1697.0pp | 35.66%-21.3pp |
| Employer contribution / active EE | $695 | $671+3.5% | $1,041-33.3% | $2,757-74.8% |
| Participant deferral / active EE | $1,779 | $1,228+44.8% | $1,954-9.0% | $4,299-58.6% |
| Admin fee / account holder | $589 | $2,434-75.8% | $2,827-79.2% | $6,924-91.5% |