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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 | $14,028 | $61,789-77.3% | $97,167-85.6% | $80,874-82.7% |
| Participation rate | 92.3% | 63.5%+28.8pp | 72.7%+19.6pp | 67.6%+24.7pp |
| Annual return | 13.33% | -557.90%+571.2pp | 75.27%-61.9pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,512 | $1,837-17.7% | $2,729-44.6% | $2,756-45.1% |
| Participant deferral / active EE | $4,773 | $3,028+57.6% | $4,264+12.0% | $4,297+11.1% |
| Admin fee / account holder | $1,044 | $5,168-79.8% | $5,650-81.5% | $6,935-84.9% |