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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 | $11,439 | $29,736-61.5% | $56,033-79.6% | $80,935-85.9% |
| Participation rate | 86.2% | 41.7%+44.5pp | 52.5%+33.7pp | 67.7%+18.5pp |
| Annual return | 15.44% | 35.28%-19.8pp | 1711.38%-1695.9pp | 35.66%-20.2pp |
| Employer contribution / active EE | $818 | $671+21.9% | $1,041-21.4% | $2,757-70.3% |
| Participant deferral / active EE | $2,739 | $1,228+123.0% | $1,954+40.2% | $4,299-36.3% |
| Admin fee / account holder | $797 | $2,434-67.2% | $2,827-71.8% | $6,924-88.5% |