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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 | $5,712 | $27,936-79.6% | $58,561-90.2% | $75,173-92.4% |
| Participation rate | 90.7% | 38.8%+51.9pp | 50.9%+39.8pp | 67.2%+23.5pp |
| Annual return | 26.05% | 44.21%-18.2pp | 4251.33%-4225.3pp | 160.72%-134.7pp |
| Employer contribution / active EE | $1,047 | $670+56.4% | $1,053-0.6% | $2,671-60.8% |
| Participant deferral / active EE | $1,681 | $1,202+39.9% | $1,923-12.6% | $4,126-59.3% |
| Admin fee / account holder | $309 | $1,727-82.1% | $2,520-87.8% | $5,651-94.5% |