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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 | $14,572 | $29,733-51.0% | $56,025-74.0% | $80,959-82.0% |
| Participation rate | 93.0% | 41.7%+51.3pp | 52.5%+40.5pp | 67.7%+25.4pp |
| Annual return | 20.76% | 35.28%-14.5pp | 1712.69%-1691.9pp | 35.67%-14.9pp |
| Employer contribution / active EE | $167 | $672-75.1% | $1,042-83.9% | $2,757-93.9% |
| Participant deferral / active EE | $2,307 | $1,229+87.7% | $1,955+18.1% | $4,300-46.3% |
| Admin fee / account holder | $1,218 | $2,434-49.9% | $2,828-56.9% | $6,925-82.4% |