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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 | $22,569 | $25,723-12.3% | $69,182-67.4% | $55,167-59.1% |
| Participation rate | 97.1% | 39.4%+57.6pp | 55.1%+42.0pp | 69.0%+28.1pp |
| Annual return | 6.69% | 9.56%-2.9pp | -21.93%+28.6pp | 169.23%-162.5pp |
| Employer contribution / active EE | $650 | $480+35.4% | $1,206-46.1% | $1,963-66.9% |
| Participant deferral / active EE | $1,365 | $963+41.7% | $1,897-28.0% | $3,054-55.3% |
| Admin fee / account holder | $4,778 | $365+1210.3% | $2,697+77.2% | $504+848.2% |