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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 | $29,670-70.5% | $56,054-84.4% | $80,911-89.2% |
| Participation rate | 96.7% | 41.7%+55.0pp | 52.5%+44.2pp | 67.6%+29.0pp |
| Annual return | 13.62% | 35.24%-21.6pp | 1705.95%-1692.3pp | 35.63%-22.0pp |
| Employer contribution / active EE | $1,322 | $670+97.4% | $1,039+27.2% | $2,756-52.0% |
| Participant deferral / active EE | $1,209 | $1,227-1.4% | $1,952-38.1% | $4,297-71.9% |
| Admin fee / account holder | $340 | $2,431-86.0% | $2,822-88.0% | $6,935-95.1% |