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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 | $5,005 | $27,943-82.1% | $58,507-91.4% | $75,177-93.3% |
| Participation rate | 87.5% | 38.8%+48.7pp | 50.9%+36.6pp | 67.2%+20.3pp |
| Annual return | 25.28% | 44.22%-18.9pp | 4252.32%-4227.0pp | 160.75%-135.5pp |
| Employer contribution / active EE | $776 | $670+15.9% | $1,053-26.3% | $2,671-71.0% |
| Participant deferral / active EE | $1,753 | $1,202+45.9% | $1,922-8.8% | $4,126-57.5% |
| Admin fee / account holder | $792 | $1,727-54.1% | $2,486-68.1% | $5,651-86.0% |