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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 | $12,138 | $29,716-59.2% | $56,077-78.4% | $80,925-85.0% |
| Participation rate | 79.2% | 41.7%+37.5pp | 52.5%+26.7pp | 67.7%+11.5pp |
| Annual return | 21.00% | 35.30%-14.3pp | 1709.28%-1688.3pp | 35.65%-14.6pp |
| Employer contribution / active EE | $106 | $671-84.2% | $1,040-89.8% | $2,756-96.2% |
| Participant deferral / active EE | $6,316 | $1,228+414.2% | $1,954+223.2% | $4,299+46.9% |
| Admin fee / account holder | $1,258 | $2,432-48.3% | $2,825-55.5% | $6,940-81.9% |