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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 | $73,000 | $29,670+146.0% | $56,054+30.2% | $80,911-9.8% |
| Participation rate | 91.4% | 41.7%+49.8pp | 52.5%+38.9pp | 67.6%+23.8pp |
| Annual return | 14.92% | 35.24%-20.3pp | 1705.95%-1691.0pp | 35.63%-20.7pp |
| Employer contribution / active EE | $794 | $670+18.5% | $1,039-23.6% | $2,756-71.2% |
| Participant deferral / active EE | $4,259 | $1,227+247.1% | $1,952+118.1% | $4,297-0.9% |
| Admin fee / account holder | $6,314 | $2,431+159.8% | $2,822+123.7% | $6,935-8.9% |