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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 | $22,953 | $107,030-78.6% | $73,550-68.8% | $147,586-84.4% |
| Participation rate | 90.9% | 66.4%+24.5pp | 54.9%+36.0pp | 82.8%+8.1pp |
| Annual return | 14.47% | 38.25%-23.8pp | -15.16%+29.6pp | 578.59%-564.1pp |
| Employer contribution / active EE | $996 | $1,760-43.4% | $1,219-18.3% | $4,876-79.6% |
| Participant deferral / active EE | $2,138 | $2,458-13.0% | $1,804+18.5% | $5,439-60.7% |
| Admin fee / account holder | $4,186 | $3,055+37.0% | $2,320+80.4% | $10,886-61.5% |