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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 | $10,670 | $34,316-68.9% | $74,722-85.7% | $72,975-85.4% |
| Participation rate | 80.8% | 42.4%+38.4pp | 54.5%+26.3pp | 69.5%+11.3pp |
| Annual return | 22.76% | 26.58%-3.8pp | 753.11%-730.4pp | 81.01%-58.3pp |
| Employer contribution / active EE | $371 | $692-46.3% | $1,084-65.7% | $2,440-84.8% |
| Participant deferral / active EE | $3,013 | $1,272+136.9% | $1,963+53.5% | $3,608-16.5% |
| Admin fee / account holder | $768 | $2,125-63.9% | $3,335-77.0% | $5,124-85.0% |