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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 | $27,899 | $27,943-0.2% | $58,507-52.3% | $75,177-62.9% |
| Participation rate | 93.1% | 38.8%+54.3pp | 50.9%+42.2pp | 67.2%+25.9pp |
| Annual return | 24.98% | 44.22%-19.2pp | 4252.32%-4227.3pp | 160.75%-135.8pp |
| Employer contribution / active EE | $936 | $670+39.8% | $1,053-11.1% | $2,671-64.9% |
| Participant deferral / active EE | $2,104 | $1,202+75.1% | $1,922+9.5% | $4,126-49.0% |
| Admin fee / account holder | $929 | $1,727-46.2% | $2,486-62.6% | $5,651-83.6% |