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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 | $29,716-79.6% | $56,077-89.2% | $80,925-92.5% |
| Participation rate | 87.8% | 41.7%+46.1pp | 52.5%+35.3pp | 67.7%+20.1pp |
| Annual return | 16.53% | 35.30%-18.8pp | 1709.28%-1692.7pp | 35.65%-19.1pp |
| Employer contribution / active EE | $651 | $671-2.9% | $1,040-37.4% | $2,756-76.4% |
| Participant deferral / active EE | $1,455 | $1,228+18.4% | $1,954-25.6% | $4,299-66.2% |
| Admin fee / account holder | $537 | $2,432-77.9% | $2,825-81.0% | $6,940-92.3% |