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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 | $14,704 | $56,116-73.8% | $135,768-89.2% | $86,983-83.1% |
| Participation rate | 91.5% | 60.1%+31.4pp | 71.1%+20.4pp | 69.5%+22.0pp |
| Annual return | 18.40% | 125.33%-106.9pp | 526.10%-507.7pp | 25.83%-7.4pp |
| Employer contribution / active EE | $1,270 | $1,528-16.9% | $3,394-62.6% | $2,584-50.8% |
| Participant deferral / active EE | $1,631 | $2,690-39.3% | $3,977-59.0% | $4,194-61.1% |
| Admin fee / account holder | $776 | $4,314-82.0% | $7,048-89.0% | $7,856-90.1% |