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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 | $9,167 | $29,733-69.2% | $56,025-83.6% | $80,959-88.7% |
| Participation rate | 86.2% | 41.7%+44.5pp | 52.5%+33.7pp | 67.7%+18.5pp |
| Annual return | 14.51% | 35.28%-20.8pp | 1712.69%-1698.2pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,217 | $672+81.2% | $1,042+16.8% | $2,757-55.9% |
| Participant deferral / active EE | $3,408 | $1,229+177.2% | $1,955+74.4% | $4,300-20.7% |
| Admin fee / account holder | $1,584 | $2,434-34.9% | $2,828-44.0% | $6,925-77.1% |