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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 | $13,755 | $48,284-71.5% | $67,524-79.6% | $80,911-83.0% |
| Participation rate | 89.2% | 66.4%+22.8pp | 72.9%+16.3pp | 67.6%+21.5pp |
| Annual return | 12.60% | 18.27%-5.7pp | 3519.41%-3506.8pp | 35.63%-23.0pp |
| Employer contribution / active EE | $2,186 | $2,021+8.1% | $2,734-20.1% | $2,756-20.7% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,227 | $3,688-66.7% | $4,001-69.3% | $6,935-82.3% |