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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 | $15,663 | $27,936-43.9% | $58,561-73.3% | $75,173-79.2% |
| Participation rate | 80.6% | 38.8%+41.8pp | 50.9%+29.8pp | 67.2%+13.4pp |
| Annual return | 22.83% | 44.21%-21.4pp | 4251.33%-4228.5pp | 160.72%-137.9pp |
| Employer contribution / active EE | $2,849 | $670+325.5% | $1,053+170.4% | $2,671+6.7% |
| Participant deferral / active EE | $2,944 | $1,202+144.9% | $1,923+53.1% | $4,126-28.7% |
| Admin fee / account holder | $526 | $1,727-69.5% | $2,520-79.1% | $5,651-90.7% |