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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 | $6,921 | $27,943-75.2% | $58,507-88.2% | $75,177-90.8% |
| Participation rate | 85.1% | 38.8%+46.3pp | 50.9%+34.2pp | 67.2%+17.9pp |
| Annual return | 30.91% | 44.22%-13.3pp | 4252.32%-4221.4pp | 160.75%-129.8pp |
| Employer contribution / active EE | $2,896 | $670+332.4% | $1,053+174.9% | $2,671+8.4% |
| Participant deferral / active EE | $1,991 | $1,202+65.6% | $1,922+3.6% | $4,126-51.8% |
| Admin fee / account holder | $302 | $1,727-82.5% | $2,486-87.9% | $5,651-94.7% |