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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 | $18,287 | $29,733-38.5% | $56,025-67.4% | $80,959-77.4% |
| Participation rate | 88.9% | 41.7%+47.2pp | 52.5%+36.4pp | 67.7%+21.2pp |
| Annual return | 12.02% | 35.28%-23.3pp | 1712.69%-1700.7pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,596 | $672+435.3% | $1,042+245.3% | $2,757+30.4% |
| Participant deferral / active EE | $2,968 | $1,229+141.4% | $1,955+51.9% | $4,300-31.0% |
| Admin fee / account holder | $829 | $2,434-65.9% | $2,828-70.7% | $6,925-88.0% |