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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 | $11,440 | $27,943-59.1% | $58,507-80.4% | $75,177-84.8% |
| Participation rate | 71.4% | 38.8%+32.6pp | 50.9%+20.6pp | 67.2%+4.2pp |
| Annual return | 22.69% | 44.22%-21.5pp | 4252.32%-4229.6pp | 160.75%-138.1pp |
| Employer contribution / active EE | $729 | $670+8.9% | $1,053-30.8% | $2,671-72.7% |
| Participant deferral / active EE | $2,157 | $1,202+79.5% | $1,922+12.2% | $4,126-47.7% |
| Admin fee / account holder | $354 | $1,727-79.5% | $2,486-85.7% | $5,651-93.7% |