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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 | $6,213 | $29,733-79.1% | $56,025-88.9% | $80,959-92.3% |
| Participation rate | 93.5% | 41.7%+51.8pp | 52.5%+41.0pp | 67.7%+25.8pp |
| Annual return | 13.38% | 35.28%-21.9pp | 1712.69%-1699.3pp | 35.67%-22.3pp |
| Employer contribution / active EE | $700 | $672+4.1% | $1,042-32.8% | $2,757-74.6% |
| Participant deferral / active EE | $1,709 | $1,229+39.0% | $1,955-12.5% | $4,300-60.3% |
| Admin fee / account holder | $1,219 | $2,434-49.9% | $2,828-56.9% | $6,925-82.4% |