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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 | $7,315 | $39,028-81.3% | $80,741-90.9% | $85,856-91.5% |
| Participation rate | 73.3% | 41.6%+31.8pp | 54.2%+19.2pp | 69.3%+4.0pp |
| Annual return | 21.42% | 26.31%-4.9pp | 87.30%-65.9pp | 318.58%-297.2pp |
| Employer contribution / active EE | $2,663 | $722+268.7% | $1,160+129.5% | $2,565+3.8% |
| Participant deferral / active EE | $1,695 | $1,326+27.8% | $2,145-21.0% | $3,952-57.1% |
| Admin fee / account holder | $485 | $2,429-80.0% | $3,380-85.7% | $6,261-92.3% |