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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 | $7,160 | $29,736-75.9% | $56,033-87.2% | $80,935-91.2% |
| Participation rate | 83.3% | 41.7%+41.6pp | 52.5%+30.8pp | 67.7%+15.7pp |
| Annual return | 16.27% | 35.28%-19.0pp | 1711.38%-1695.1pp | 35.66%-19.4pp |
| Employer contribution / active EE | $808 | $671+20.3% | $1,041-22.4% | $2,757-70.7% |
| Participant deferral / active EE | $1,467 | $1,228+19.4% | $1,954-24.9% | $4,299-65.9% |
| Admin fee / account holder | $732 | $2,434-69.9% | $2,827-74.1% | $6,924-89.4% |