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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 | $12,337 | $61,755-80.0% | $97,161-87.3% | $80,911-84.8% |
| Participation rate | 88.0% | 63.5%+24.5pp | 72.7%+15.3pp | 67.6%+20.4pp |
| Annual return | 41.60% | -557.90%+599.5pp | 75.36%-33.8pp | 35.63%+6.0pp |
| Employer contribution / active EE | $1,269 | $1,835-30.9% | $2,723-53.4% | $2,756-54.0% |
| Participant deferral / active EE | $2,284 | $3,026-24.5% | $4,265-46.5% | $4,297-46.9% |
| Admin fee / account holder | $1,065 | $5,166-79.4% | $5,647-81.1% | $6,935-84.6% |