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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 | $9,579 | $29,733-67.8% | $56,025-82.9% | $80,959-88.2% |
| Participation rate | 95.1% | 41.7%+53.4pp | 52.5%+42.6pp | 67.7%+27.5pp |
| Annual return | 16.48% | 35.28%-18.8pp | 1712.69%-1696.2pp | 35.67%-19.2pp |
| Employer contribution / active EE | $2,679 | $672+298.8% | $1,042+157.2% | $2,757-2.8% |
| Participant deferral / active EE | $2,559 | $1,229+108.1% | $1,955+30.9% | $4,300-40.5% |
| Admin fee / account holder | $839 | $2,434-65.5% | $2,828-70.4% | $6,925-87.9% |