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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 | $11,660 | $29,716-60.8% | $56,077-79.2% | $80,925-85.6% |
| Participation rate | 81.0% | 41.7%+39.3pp | 52.5%+28.5pp | 67.7%+13.3pp |
| Annual return | 17.17% | 35.30%-18.1pp | 1709.28%-1692.1pp | 35.65%-18.5pp |
| Employer contribution / active EE | $1,185 | $671+76.5% | $1,040+13.9% | $2,756-57.0% |
| Participant deferral / active EE | $2,049 | $1,228+66.8% | $1,954+4.9% | $4,299-52.3% |
| Admin fee / account holder | $1,596 | $2,432-34.4% | $2,825-43.5% | $6,940-77.0% |