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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 | $7,760 | $29,670-73.8% | $56,054-86.2% | $80,911-90.4% |
| Participation rate | 97.7% | 41.7%+56.0pp | 52.5%+45.2pp | 67.6%+30.0pp |
| Annual return | 13.07% | 35.24%-22.2pp | 1705.95%-1692.9pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,039 | $670+55.1% | $1,0390% | $2,756-62.3% |
| Participant deferral / active EE | $1,687 | $1,227+37.5% | $1,952-13.6% | $4,297-60.7% |
| Admin fee / account holder | $1,508 | $2,431-38.0% | $2,822-46.6% | $6,935-78.3% |