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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 | $8,310 | $27,936-70.3% | $58,561-85.8% | $75,173-88.9% |
| Participation rate | 88.9% | 38.8%+50.0pp | 50.9%+38.0pp | 67.2%+21.7pp |
| Annual return | 24.45% | 44.21%-19.8pp | 4251.33%-4226.9pp | 160.72%-136.3pp |
| Employer contribution / active EE | $974 | $670+45.5% | $1,053-7.6% | $2,671-63.5% |
| Participant deferral / active EE | $1,651 | $1,202+37.4% | $1,923-14.1% | $4,126-60.0% |
| Admin fee / account holder | $669 | $1,727-61.3% | $2,520-73.5% | $5,651-88.2% |