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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 | $10,043 | $29,733-66.2% | $56,025-82.1% | $80,959-87.6% |
| Participation rate | 97.6% | 41.7%+55.9pp | 52.5%+45.1pp | 67.7%+30.0pp |
| Annual return | 13.95% | 35.28%-21.3pp | 1712.69%-1698.7pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,281 | $672+239.5% | $1,042+119.0% | $2,757-17.3% |
| Participant deferral / active EE | $693 | $1,229-43.6% | $1,955-64.5% | $4,300-83.9% |
| Admin fee / account holder | $1,256 | $2,434-48.4% | $2,828-55.6% | $6,925-81.9% |