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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 | $7,040 | $29,736-76.3% | $56,033-87.4% | $80,935-91.3% |
| Participation rate | 73.4% | 41.7%+31.7pp | 52.5%+20.9pp | 67.7%+5.8pp |
| Annual return | 13.49% | 35.28%-21.8pp | 1711.38%-1697.9pp | 35.66%-22.2pp |
| Employer contribution / active EE | $2,478 | $671+269.1% | $1,041+138.1% | $2,757-10.1% |
| Participant deferral / active EE | $735 | $1,228-40.2% | $1,954-62.4% | $4,299-82.9% |
| Admin fee / account holder | $866 | $2,434-64.4% | $2,827-69.4% | $6,924-87.5% |