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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 | $29,733-59.2% | $56,025-78.3% | $80,959-85.0% |
| Participation rate | 79.2% | 41.7%+37.4pp | 52.5%+26.7pp | 67.7%+11.5pp |
| Annual return | 21.00% | 35.28%-14.3pp | 1712.69%-1691.7pp | 35.67%-14.7pp |
| Employer contribution / active EE | $106 | $672-84.3% | $1,042-89.9% | $2,757-96.2% |
| Participant deferral / active EE | $6,316 | $1,229+413.8% | $1,955+223.2% | $4,300+46.9% |
| Admin fee / account holder | $1,258 | $2,434-48.3% | $2,828-55.5% | $6,925-81.8% |