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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 | $10,609 | $48,011-77.9% | $63,803-83.4% | $82,637-87.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 11.82% | 19.84%-8.0pp | 543.72%-531.9pp | 53.51%-41.7pp |
| Employer contribution / active EE | $2,137 | $1,904+12.3% | $2,532-15.6% | $2,552-16.3% |
| Participant deferral / active EE | $1,695 | $2,846-40.4% | $3,843-55.9% | $4,126-58.9% |
| Admin fee / account holder | $1,182 | $3,873-69.5% | $5,196-77.2% | $7,339-83.9% |