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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 | $26,030 | $81,763-68.2% | $58,561-55.6% | $139,466-81.3% |
| Participation rate | 90.0% | 61.3%+28.7pp | 50.9%+39.1pp | 80.3%+9.7pp |
| Annual return | 18.04% | 7427.77%-7409.7pp | 4251.33%-4233.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $743 | $1,398-46.9% | $1,053-29.5% | $4,754-84.4% |
| Participant deferral / active EE | $1,783 | $2,555-30.2% | $1,923-7.3% | $6,712-73.4% |
| Admin fee / account holder | $1,221 | $3,273-62.7% | $2,520-51.6% | $11,409-89.3% |