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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 | $6,781 | $27,936-75.7% | $58,561-88.4% | $75,173-91.0% |
| Participation rate | 71.4% | 38.8%+32.6pp | 50.9%+20.6pp | 67.2%+4.2pp |
| Annual return | 34.98% | 44.21%-9.2pp | 4251.33%-4216.3pp | 160.72%-125.7pp |
| Employer contribution / active EE | $977 | $670+45.9% | $1,053-7.3% | $2,671-63.4% |
| Participant deferral / active EE | $2,532 | $1,202+110.7% | $1,923+31.7% | $4,126-38.6% |
| Admin fee / account holder | $368 | $1,727-78.7% | $2,520-85.4% | $5,651-93.5% |