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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 | $10,027 | $29,716-66.3% | $56,077-82.1% | $80,925-87.6% |
| Participation rate | 90.7% | 41.7%+49.0pp | 52.5%+38.2pp | 67.7%+23.0pp |
| Annual return | 14.05% | 35.30%-21.3pp | 1709.28%-1695.2pp | 35.65%-21.6pp |
| Employer contribution / active EE | $3,701 | $671+451.5% | $1,040+255.7% | $2,756+34.3% |
| Participant deferral / active EE | $1,936 | $1,228+57.6% | $1,954-0.9% | $4,299-55.0% |
| Admin fee / account holder | $378 | $2,432-84.4% | $2,825-86.6% | $6,940-94.5% |