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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 | $11,157 | $63,703-82.5% | $93,063-88.0% | $82,448-86.5% |
| Participation rate | 94.1% | 63.8%+30.3pp | 72.1%+22.0pp | 68.1%+26.0pp |
| Annual return | 18.54% | -775.43%+794.0pp | 34.15%-15.6pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,199 | $1,729-30.7% | $2,476-51.6% | $2,551-53.0% |
| Participant deferral / active EE | $1,922 | $2,919-34.1% | $3,958-51.4% | $4,139-53.6% |
| Admin fee / account holder | $2,839 | $5,982-52.5% | $6,033-52.9% | $7,234-60.8% |