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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 | $6,616 | $23,330-71.6% | $64,489-89.7% | $82,448-92.0% |
| Participation rate | 96.7% | 68.3%+28.4pp | 67.7%+29.0pp | 68.1%+28.6pp |
| Annual return | 17.55% | 83.66%-66.1pp | 55.03%-37.5pp | 41.64%-24.1pp |
| Employer contribution / active EE | $481 | $824-41.6% | $1,523-68.4% | $2,551-81.1% |
| Participant deferral / active EE | $2,752 | $1,707+61.2% | $2,778-0.9% | $4,139-33.5% |
| Admin fee / account holder | $685 | $2,946-76.7% | $4,260-83.9% | $7,234-90.5% |