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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 | $29,670-54.1% | $56,054-75.7% | $80,911-83.2% |
| Participation rate | 97.1% | 41.7%+55.5pp | 52.5%+44.7pp | 67.6%+29.5pp |
| Annual return | 14.36% | 35.24%-20.9pp | 1705.95%-1691.6pp | 35.63%-21.3pp |
| Employer contribution / active EE | $3,366 | $670+402.6% | $1,039+224.0% | $2,756+22.1% |
| Participant deferral / active EE | $1,488 | $1,227+21.3% | $1,952-23.8% | $4,297-65.4% |
| Admin fee / account holder | $741 | $2,431-69.5% | $2,822-73.8% | $6,935-89.3% |