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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 | $15,261 | $29,716-48.6% | $56,077-72.8% | $80,925-81.1% |
| Participation rate | 89.3% | 41.7%+47.6pp | 52.5%+36.8pp | 67.7%+21.6pp |
| Annual return | 16.04% | 35.30%-19.3pp | 1709.28%-1693.2pp | 35.65%-19.6pp |
| Employer contribution / active EE | $1,432 | $671+113.4% | $1,040+37.6% | $2,756-48.1% |
| Participant deferral / active EE | $3,571 | $1,228+190.7% | $1,954+82.7% | $4,299-16.9% |
| Admin fee / account holder | $740 | $2,432-69.6% | $2,825-73.8% | $6,940-89.3% |