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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 | $23,859 | $27,936-14.6% | $58,561-59.3% | $75,173-68.3% |
| Participation rate | 70.8% | 38.8%+31.9pp | 50.9%+19.9pp | 67.2%+3.6pp |
| Annual return | 20.90% | 44.21%-23.3pp | 4251.33%-4230.4pp | 160.72%-139.8pp |
| Employer contribution / active EE | $2,919 | $670+336.0% | $1,053+177.1% | $2,671+9.3% |
| Participant deferral / active EE | $5,939 | $1,202+394.1% | $1,923+208.8% | $4,126+43.9% |
| Admin fee / account holder | $5,233 | $1,727+203.0% | $2,520+107.6% | $5,651-7.4% |