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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 | $27,015 | $29,736-9.2% | $56,033-51.8% | $80,935-66.6% |
| Participation rate | 93.5% | 41.7%+51.8pp | 52.5%+41.0pp | 67.7%+25.8pp |
| Annual return | 15.11% | 35.28%-20.2pp | 1711.38%-1696.3pp | 35.66%-20.6pp |
| Employer contribution / active EE | $2,487 | $671+270.4% | $1,041+138.9% | $2,757-9.8% |
| Participant deferral / active EE | $5,207 | $1,228+323.9% | $1,954+166.5% | $4,299+21.1% |
| Admin fee / account holder | $5,541 | $2,434+127.7% | $2,827+96.0% | $6,924-20.0% |