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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 | $14,046 | $61,125-77.0% | $94,057-85.1% | $87,485-83.9% |
| Participation rate | 87.2% | 64.1%+23.1pp | 73.3%+13.8pp | 68.9%+18.2pp |
| Annual return | 22.57% | 35.20%-12.6pp | 480.62%-458.0pp | 26.06%-3.5pp |
| Employer contribution / active EE | $1,230 | $2,136-42.4% | $2,933-58.1% | $2,596-52.6% |
| Participant deferral / active EE | $2,915 | $3,260-10.6% | $4,709-38.1% | $4,274-31.8% |
| Admin fee / account holder | $1,135 | $5,629-79.8% | $7,244-84.3% | $7,775-85.4% |