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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 | $28,600 | $48,570-41.1% | $130,660-78.1% | $72,976-60.8% |
| Participation rate | 71.4% | 58.6%+12.9pp | 71.7%-0.3pp | 69.5%+1.9pp |
| Annual return | 24.20% | 38.63%-14.4pp | 1709.29%-1685.1pp | 81.02%-56.8pp |
| Employer contribution / active EE | $1,040 | $1,334-22.1% | $4,092-74.6% | $2,440-57.4% |
| Participant deferral / active EE | $1,671 | $2,384-29.9% | $3,603-53.6% | $3,608-53.7% |
| Admin fee / account holder | $789 | $3,549-77.8% | $5,463-85.6% | $5,124-84.6% |