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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 | $8,749 | $29,733-70.6% | $56,025-84.4% | $80,959-89.2% |
| Participation rate | 96.7% | 41.7%+54.9pp | 52.5%+44.2pp | 67.7%+29.0pp |
| Annual return | 13.62% | 35.28%-21.7pp | 1712.69%-1699.1pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,322 | $672+96.8% | $1,042+26.9% | $2,757-52.1% |
| Participant deferral / active EE | $1,209 | $1,229-1.6% | $1,955-38.1% | $4,300-71.9% |
| Admin fee / account holder | $340 | $2,434-86.0% | $2,828-88.0% | $6,925-95.1% |