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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 | $53,880 | $29,736+81.2% | $56,033-3.8% | $80,935-33.4% |
| Participation rate | 73.0% | 41.7%+31.3pp | 52.5%+20.5pp | 67.7%+5.3pp |
| Annual return | 19.23% | 35.28%-16.0pp | 1711.38%-1692.1pp | 35.66%-16.4pp |
| Employer contribution / active EE | $1,820 | $671+171.1% | $1,041+74.9% | $2,757-34.0% |
| Participant deferral / active EE | $4,743 | $1,228+286.1% | $1,954+142.7% | $4,299+10.3% |
| Admin fee / account holder | $935 | $2,434-61.6% | $2,827-66.9% | $6,924-86.5% |