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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 | $29,716-66.2% | $56,077-82.1% | $80,925-87.6% |
| Participation rate | 97.6% | 41.7%+55.9pp | 52.5%+45.1pp | 67.7%+30.0pp |
| Annual return | 13.95% | 35.30%-21.3pp | 1709.28%-1695.3pp | 35.65%-21.7pp |
| Employer contribution / active EE | $2,281 | $671+239.9% | $1,040+119.2% | $2,756-17.3% |
| Participant deferral / active EE | $693 | $1,228-43.6% | $1,954-64.5% | $4,299-83.9% |
| Admin fee / account holder | $1,256 | $2,432-48.3% | $2,825-55.5% | $6,940-81.9% |