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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 | $29,716-67.8% | $56,077-82.9% | $80,925-88.2% |
| Participation rate | 95.1% | 41.7%+53.4pp | 52.5%+42.6pp | 67.7%+27.5pp |
| Annual return | 16.48% | 35.30%-18.8pp | 1709.28%-1692.8pp | 35.65%-19.2pp |
| Employer contribution / active EE | $2,679 | $671+299.2% | $1,040+157.5% | $2,756-2.8% |
| Participant deferral / active EE | $2,559 | $1,228+108.3% | $1,954+30.9% | $4,299-40.5% |
| Admin fee / account holder | $839 | $2,432-65.5% | $2,825-70.3% | $6,940-87.9% |