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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 | $8,629 | $27,924-69.1% | $58,544-85.3% | $75,181-88.5% |
| Participation rate | 80.0% | 38.8%+41.2pp | 50.9%+29.1pp | 67.2%+12.8pp |
| Annual return | 18.99% | 44.20%-25.2pp | 4249.56%-4230.6pp | 160.69%-141.7pp |
| Employer contribution / active EE | $1,051 | $669+57.0% | $1,053-0.2% | $2,671-60.7% |
| Participant deferral / active EE | $2,171 | $1,202+80.7% | $1,923+12.9% | $4,126-47.4% |
| Admin fee / account holder | $804 | $1,726-53.4% | $2,520-68.1% | $5,650-85.8% |