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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 | $11,660 | $29,733-60.8% | $56,025-79.2% | $80,959-85.6% |
| Participation rate | 81.0% | 41.7%+39.2pp | 52.5%+28.4pp | 67.7%+13.3pp |
| Annual return | 17.17% | 35.28%-18.1pp | 1712.69%-1695.5pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,185 | $672+76.3% | $1,042+13.7% | $2,757-57.0% |
| Participant deferral / active EE | $2,049 | $1,229+66.7% | $1,955+4.8% | $4,300-52.4% |
| Admin fee / account holder | $1,596 | $2,434-34.4% | $2,828-43.6% | $6,925-77.0% |