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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 | $21,075 | $45,566-53.7% | $64,105-67.1% | $59,633-64.7% |
| Participation rate | 86.4% | 60.2%+26.2pp | 68.2%+18.2pp | 68.7%+17.7pp |
| Annual return | 1.21% | 4.95%-3.7pp | 791.24%-790.0pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $3,051 | $934+226.6% | $1,820+67.7% | $2,203+38.5% |
| Participant deferral / active EE | $7,190 | $2,057+249.6% | $2,822+154.8% | $3,192+125.3% |
| Admin fee / account holder | $2,322 | $3,268-29.0% | $4,499-48.4% | $4,297-46.0% |