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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 | $23,826 | $51,642-53.9% | $129,384-81.6% | $80,935-70.6% |
| Participation rate | 71.0% | 56.9%+14.1pp | 69.6%+1.4pp | 67.7%+3.4pp |
| Annual return | 15.84% | 20.78%-4.9pp | 9461.77%-9445.9pp | 35.66%-19.8pp |
| Employer contribution / active EE | $2,441 | $1,583+54.2% | $4,153-41.2% | $2,757-11.4% |
| Participant deferral / active EE | $4,981 | $2,670+86.6% | $4,166+19.6% | $4,299+15.9% |
| Admin fee / account holder | $577 | $4,312-86.6% | $7,686-92.5% | $6,924-91.7% |