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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 | $7,377 | $29,733-75.2% | $56,025-86.8% | $80,959-90.9% |
| Participation rate | 95.2% | 41.7%+53.5pp | 52.5%+42.7pp | 67.7%+27.6pp |
| Annual return | 17.12% | 35.28%-18.2pp | 1712.69%-1695.6pp | 35.67%-18.6pp |
| Employer contribution / active EE | $1,057 | $672+57.3% | $1,042+1.4% | $2,757-61.7% |
| Participant deferral / active EE | $2,084 | $1,229+69.5% | $1,955+6.6% | $4,300-51.5% |
| Admin fee / account holder | $453 | $2,434-81.4% | $2,828-84.0% | $6,925-93.5% |