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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 | $6,291 | $29,736-78.8% | $56,033-88.8% | $80,935-92.2% |
| Participation rate | 91.1% | 41.7%+49.4pp | 52.5%+38.6pp | 67.7%+23.4pp |
| Annual return | 15.35% | 35.28%-19.9pp | 1711.38%-1696.0pp | 35.66%-20.3pp |
| Employer contribution / active EE | $1,104 | $671+64.4% | $1,041+6.0% | $2,757-60.0% |
| Participant deferral / active EE | $1,757 | $1,228+43.0% | $1,954-10.1% | $4,299-59.1% |
| Admin fee / account holder | $316 | $2,434-87.0% | $2,827-88.8% | $6,924-95.4% |