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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 | $13,627 | $29,733-54.2% | $56,025-75.7% | $80,959-83.2% |
| Participation rate | 97.1% | 41.7%+55.4pp | 52.5%+44.6pp | 67.7%+29.5pp |
| Annual return | 14.36% | 35.28%-20.9pp | 1712.69%-1698.3pp | 35.67%-21.3pp |
| Employer contribution / active EE | $3,366 | $672+401.1% | $1,042+223.2% | $2,757+22.1% |
| Participant deferral / active EE | $1,488 | $1,229+21.0% | $1,955-23.9% | $4,300-65.4% |
| Admin fee / account holder | $741 | $2,434-69.6% | $2,828-73.8% | $6,925-89.3% |