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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 | $29,670-76.3% | $56,054-87.4% | $80,911-91.3% |
| Participation rate | 73.4% | 41.7%+31.8pp | 52.5%+21.0pp | 67.6%+5.8pp |
| Annual return | 13.49% | 35.24%-21.7pp | 1705.95%-1692.5pp | 35.63%-22.1pp |
| Employer contribution / active EE | $2,478 | $670+270.0% | $1,039+138.5% | $2,756-10.1% |
| Participant deferral / active EE | $735 | $1,227-40.1% | $1,952-62.4% | $4,297-82.9% |
| Admin fee / account holder | $866 | $2,431-64.4% | $2,822-69.3% | $6,935-87.5% |