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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 | $5,437 | $28,624-81.0% | $53,647-89.9% | $82,637-93.4% |
| Participation rate | 90.6% | 47.3%+43.4pp | 56.3%+34.3pp | 68.1%+22.6pp |
| Annual return | 17.91% | 664.98%-647.1pp | 358.33%-340.4pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,386 | $637+117.6% | $962+44.0% | $2,552-45.7% |
| Participant deferral / active EE | $2,332 | $1,196+94.9% | $1,813+28.6% | $4,126-43.5% |
| Admin fee / account holder | $479 | $2,022-76.3% | $2,460-80.5% | $7,339-93.5% |