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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 | $5,979 | $27,936-78.6% | $58,561-89.8% | $75,173-92.0% |
| Participation rate | 93.1% | 38.8%+54.3pp | 50.9%+42.2pp | 67.2%+25.9pp |
| Annual return | 31.56% | 44.21%-12.7pp | 4251.33%-4219.8pp | 160.72%-129.2pp |
| Employer contribution / active EE | $1,184 | $670+76.8% | $1,053+12.4% | $2,671-55.7% |
| Participant deferral / active EE | $3,631 | $1,202+202.1% | $1,923+88.8% | $4,126-12.0% |
| Admin fee / account holder | $1,111 | $1,727-35.6% | $2,520-55.9% | $5,651-80.3% |