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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 | $29,670-69.1% | $56,054-83.6% | $80,911-88.7% |
| Participation rate | 86.2% | 41.7%+44.5pp | 52.5%+33.7pp | 67.6%+18.6pp |
| Annual return | 14.51% | 35.24%-20.7pp | 1705.95%-1691.4pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,217 | $670+81.7% | $1,039+17.1% | $2,756-55.8% |
| Participant deferral / active EE | $3,408 | $1,227+177.8% | $1,952+74.6% | $4,297-20.7% |
| Admin fee / account holder | $1,584 | $2,431-34.8% | $2,822-43.9% | $6,935-77.2% |