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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 | $6,060 | $29,733-79.6% | $56,025-89.2% | $80,959-92.5% |
| Participation rate | 87.8% | 41.7%+46.1pp | 52.5%+35.3pp | 67.7%+20.1pp |
| Annual return | 16.53% | 35.28%-18.8pp | 1712.69%-1696.2pp | 35.67%-19.1pp |
| Employer contribution / active EE | $651 | $672-3.1% | $1,042-37.5% | $2,757-76.4% |
| Participant deferral / active EE | $1,455 | $1,229+18.3% | $1,955-25.6% | $4,300-66.2% |
| Admin fee / account holder | $537 | $2,434-77.9% | $2,828-81.0% | $6,925-92.2% |