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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 | $53,063-72.3% | $124,206-88.2% | $82,637-82.2% |
| Participation rate | 91.5% | 58.4%+33.1pp | 69.6%+21.9pp | 68.1%+23.5pp |
| Annual return | 18.40% | 68.87%-50.5pp | 515.27%-496.9pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,270 | $1,530-17.0% | $3,540-64.1% | $2,552-50.2% |
| Participant deferral / active EE | $1,631 | $2,644-38.3% | $3,968-58.9% | $4,126-60.5% |
| Admin fee / account holder | $776 | $4,281-81.9% | $5,929-86.9% | $7,339-89.4% |