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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 | $4,562 | $29,736-84.7% | $56,033-91.9% | $80,935-94.4% |
| Participation rate | 97.6% | 41.7%+55.9pp | 52.5%+45.1pp | 67.7%+30.0pp |
| Annual return | 13.99% | 35.28%-21.3pp | 1711.38%-1697.4pp | 35.66%-21.7pp |
| Employer contribution / active EE | $194 | $671-71.1% | $1,041-81.4% | $2,757-93.0% |
| Participant deferral / active EE | $1,629 | $1,228+32.6% | $1,954-16.6% | $4,299-62.1% |
| Admin fee / account holder | $711 | $2,434-70.8% | $2,827-74.8% | $6,924-89.7% |