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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 | $25,615 | $62,146-58.8% | $81,438-68.5% | $74,546-65.6% |
| Participation rate | 73.6% | 64.1%+9.6pp | 69.5%+4.1pp | 67.2%+6.4pp |
| Annual return | 44.45% | 16.49%+28.0pp | 24.74%+19.7pp | 1366.03%-1321.6pp |
| Employer contribution / active EE | $1,473 | $1,883-21.8% | $2,460-40.1% | $2,624-43.9% |
| Participant deferral / active EE | $1,959 | $3,229-39.3% | $3,883-49.5% | $4,347-54.9% |
| Admin fee / account holder | $2,573 | $1,922+33.9% | $5,764-55.3% | $1,944+32.4% |