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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 | $6,255 | $27,936-77.6% | $58,561-89.3% | $75,173-91.7% |
| Participation rate | 97.6% | 38.8%+58.8pp | 50.9%+46.7pp | 67.2%+30.4pp |
| Annual return | 20.35% | 44.21%-23.9pp | 4251.33%-4231.0pp | 160.72%-140.4pp |
| Employer contribution / active EE | $1,232 | $670+84.0% | $1,053+16.9% | $2,671-53.9% |
| Participant deferral / active EE | $1,768 | $1,202+47.1% | $1,923-8.1% | $4,126-57.2% |
| Admin fee / account holder | $663 | $1,727-61.6% | $2,520-73.7% | $5,651-88.3% |