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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 | $2,874 | $29,716-90.3% | $56,077-94.9% | $80,925-96.4% |
| Participation rate | 86.2% | 41.7%+44.5pp | 52.5%+33.7pp | 67.7%+18.5pp |
| Annual return | 11.61% | 35.30%-23.7pp | 1709.28%-1697.7pp | 35.65%-24.0pp |
| Employer contribution / active EE | $972 | $671+44.8% | $1,040-6.6% | $2,756-64.8% |
| Participant deferral / active EE | $1,612 | $1,228+31.2% | $1,954-17.5% | $4,299-62.5% |
| Admin fee / account holder | $930 | $2,432-61.7% | $2,825-67.1% | $6,940-86.6% |