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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 | $4,008 | $29,670-86.5% | $56,054-92.9% | $80,911-95.0% |
| Participation rate | 87.1% | 41.7%+45.4pp | 52.5%+34.6pp | 67.6%+19.4pp |
| Annual return | 14.57% | 35.24%-20.7pp | 1705.95%-1691.4pp | 35.63%-21.1pp |
| Employer contribution / active EE | $831 | $670+24.0% | $1,039-20.1% | $2,756-69.9% |
| Participant deferral / active EE | $1,368 | $1,227+11.5% | $1,952-29.9% | $4,297-68.2% |
| Admin fee / account holder | $454 | $2,431-81.3% | $2,822-83.9% | $6,935-93.5% |