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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 | $11,300 | $34,316-67.1% | $74,723-84.9% | $72,976-84.5% |
| Participation rate | 96.4% | 42.4%+54.0pp | 54.5%+42.0pp | 69.5%+26.9pp |
| Annual return | 26.31% | 26.58%-0.3pp | 753.18%-726.9pp | 81.02%-54.7pp |
| Employer contribution / active EE | $3,142 | $692+354.1% | $1,084+189.8% | $2,440+28.7% |
| Participant deferral / active EE | $2,399 | $1,272+88.6% | $1,962+22.3% | $3,608-33.5% |
| Admin fee / account holder | $509 | $2,125-76.1% | $3,335-84.7% | $5,124-90.1% |