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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 | $6,913 | $29,319-76.4% | $52,425-86.8% | $82,448-91.6% |
| Participation rate | 89.5% | 46.9%+42.6pp | 55.6%+33.9pp | 68.1%+21.4pp |
| Annual return | 21.97% | 535.20%-513.2pp | 302.12%-280.2pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,655 | $586+182.3% | $914+81.1% | $2,551-35.1% |
| Participant deferral / active EE | $2,788 | $1,171+138.0% | $1,790+55.7% | $4,139-32.6% |
| Admin fee / account holder | $707 | $1,962-64.0% | $2,495-71.7% | $7,234-90.2% |