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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 | $9,053 | $27,936-67.6% | $58,561-84.5% | $75,173-88.0% |
| Participation rate | 97.8% | 38.8%+58.9pp | 50.9%+46.9pp | 67.2%+30.6pp |
| Annual return | 24.65% | 44.21%-19.6pp | 4251.33%-4226.7pp | 160.72%-136.1pp |
| Employer contribution / active EE | $1,260 | $670+88.2% | $1,053+19.6% | $2,671-52.8% |
| Participant deferral / active EE | $2,049 | $1,202+70.4% | $1,923+6.5% | $4,126-50.4% |
| Admin fee / account holder | $307 | $1,727-82.2% | $2,520-87.8% | $5,651-94.6% |