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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 | $13,233 | $29,733-55.5% | $56,025-76.4% | $80,959-83.7% |
| Participation rate | 82.2% | 41.7%+40.5pp | 52.5%+29.7pp | 67.7%+14.6pp |
| Annual return | 12.25% | 35.28%-23.0pp | 1712.69%-1700.4pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,281 | $672+90.7% | $1,042+23.0% | $2,757-53.5% |
| Participant deferral / active EE | $1,932 | $1,229+57.2% | $1,955-1.1% | $4,300-55.1% |
| Admin fee / account holder | $2,443 | $2,434+0.4% | $2,828-13.6% | $6,925-64.7% |