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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 | $3,463 | $27,943-87.6% | $58,507-94.1% | $75,177-95.4% |
| Participation rate | 97.1% | 38.8%+58.3pp | 50.9%+46.3pp | 67.2%+29.9pp |
| Annual return | 22.34% | 44.22%-21.9pp | 4252.32%-4230.0pp | 160.75%-138.4pp |
| Employer contribution / active EE | $1,082 | $670+61.5% | $1,053+2.7% | $2,671-59.5% |
| Participant deferral / active EE | $1,695 | $1,202+41.0% | $1,922-11.8% | $4,126-58.9% |
| Admin fee / account holder | $330 | $1,727-80.9% | $2,486-86.7% | $5,651-94.2% |