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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 | $13,398 | $39,132-65.8% | $57,196-76.6% | $62,881-78.7% |
| Participation rate | 88.9% | 70.5%+18.4pp | 75.3%+13.6pp | 69.3%+19.6pp |
| Annual return | 399.79% | 9.24%+390.6pp | 14.59%+385.2pp | 20.14%+379.7pp |
| Employer contribution / active EE | $1,422 | $1,874-24.1% | $2,683-47.0% | $2,281-37.7% |
| Participant deferral / active EE | $3,790 | $2,374+59.6% | $3,096+22.4% | $3,203+18.3% |
| Admin fee / account holder | $362 | $2,594-86.0% | $3,141-88.5% | $4,296-91.6% |