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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 | $3,719 | $29,736-87.5% | $56,033-93.4% | $80,935-95.4% |
| Participation rate | 90.4% | 41.7%+48.7pp | 52.5%+37.9pp | 67.7%+22.7pp |
| Annual return | 11.01% | 35.28%-24.3pp | 1711.38%-1700.4pp | 35.66%-24.7pp |
| Employer contribution / active EE | $537 | $671-20.1% | $1,041-48.4% | $2,757-80.5% |
| Participant deferral / active EE | $1,192 | $1,228-3.0% | $1,954-39.0% | $4,299-72.3% |
| Admin fee / account holder | $353 | $2,434-85.5% | $2,827-87.5% | $6,924-94.9% |