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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 | $44,910 | $29,736+51.0% | $56,033-19.9% | $80,935-44.5% |
| Participation rate | 86.8% | 41.7%+45.1pp | 52.5%+34.3pp | 67.7%+19.2pp |
| Annual return | 13.32% | 35.28%-22.0pp | 1711.38%-1698.1pp | 35.66%-22.3pp |
| Employer contribution / active EE | $2,392 | $671+256.3% | $1,041+129.8% | $2,757-13.2% |
| Participant deferral / active EE | $1,623 | $1,228+32.1% | $1,954-16.9% | $4,299-62.3% |
| Admin fee / account holder | $1,398 | $2,434-42.6% | $2,827-50.6% | $6,924-79.8% |