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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 | $11,769 | $27,943-57.9% | $58,507-79.9% | $75,177-84.3% |
| Participation rate | 76.7% | 38.8%+37.8pp | 50.9%+25.8pp | 67.2%+9.5pp |
| Annual return | 21.79% | 44.22%-22.4pp | 4252.32%-4230.5pp | 160.75%-139.0pp |
| Employer contribution / active EE | $1,204 | $670+79.7% | $1,053+14.3% | $2,671-54.9% |
| Participant deferral / active EE | $3,273 | $1,202+172.4% | $1,922+70.3% | $4,126-20.7% |
| Admin fee / account holder | $1,022 | $1,727-40.8% | $2,486-58.9% | $5,651-81.9% |