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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 | $29,670-59.1% | $56,054-78.3% | $80,911-85.0% |
| Participation rate | 79.2% | 41.7%+37.5pp | 52.5%+26.7pp | 67.6%+11.5pp |
| Annual return | 21.00% | 35.24%-14.2pp | 1705.95%-1684.9pp | 35.63%-14.6pp |
| Employer contribution / active EE | $106 | $670-84.2% | $1,039-89.8% | $2,756-96.2% |
| Participant deferral / active EE | $6,316 | $1,227+414.8% | $1,952+223.5% | $4,297+47.0% |
| Admin fee / account holder | $1,258 | $2,431-48.2% | $2,822-55.4% | $6,935-81.9% |