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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 | $61,816-77.3% | $97,260-85.6% | $80,935-82.7% |
| Participation rate | 92.3% | 63.5%+28.8pp | 72.7%+19.6pp | 67.7%+24.6pp |
| Annual return | 13.33% | -558.73%+572.1pp | 75.54%-62.2pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,512 | $1,836-17.6% | $2,721-44.4% | $2,757-45.1% |
| Participant deferral / active EE | $4,773 | $3,027+57.7% | $4,262+12.0% | $4,299+11.0% |
| Admin fee / account holder | $1,044 | $5,166-79.8% | $5,640-81.5% | $6,924-84.9% |