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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 | $29,716-75.2% | $56,077-86.8% | $80,925-90.9% |
| Participation rate | 95.2% | 41.7%+53.5pp | 52.5%+42.7pp | 67.7%+27.6pp |
| Annual return | 17.12% | 35.30%-18.2pp | 1709.28%-1692.2pp | 35.65%-18.5pp |
| Employer contribution / active EE | $1,057 | $671+57.4% | $1,040+1.6% | $2,756-61.7% |
| Participant deferral / active EE | $2,084 | $1,228+69.7% | $1,954+6.7% | $4,299-51.5% |
| Admin fee / account holder | $453 | $2,432-81.4% | $2,825-84.0% | $6,940-93.5% |