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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 | $29,670+51.4% | $56,054-19.9% | $80,911-44.5% |
| Participation rate | 86.8% | 41.7%+45.2pp | 52.5%+34.4pp | 67.6%+19.2pp |
| Annual return | 13.32% | 35.24%-21.9pp | 1705.95%-1692.6pp | 35.63%-22.3pp |
| Employer contribution / active EE | $2,392 | $670+257.2% | $1,039+130.2% | $2,756-13.2% |
| Participant deferral / active EE | $1,623 | $1,227+32.3% | $1,952-16.9% | $4,297-62.2% |
| Admin fee / account holder | $1,398 | $2,431-42.5% | $2,822-50.5% | $6,935-79.8% |