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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 | $34,980 | $27,943+25.2% | $58,507-40.2% | $75,177-53.5% |
| Participation rate | 84.6% | 38.8%+45.8pp | 50.9%+33.7pp | 67.2%+17.4pp |
| Annual return | 18.64% | 44.22%-25.6pp | 4252.32%-4233.7pp | 160.75%-142.1pp |
| Employer contribution / active EE | $618 | $670-7.7% | $1,053-41.3% | $2,671-76.8% |
| Participant deferral / active EE | $1,062 | $1,202-11.7% | $1,922-44.8% | $4,126-74.3% |
| Admin fee / account holder | $845 | $1,727-51.1% | $2,486-66.0% | $5,651-85.1% |