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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 | $29,716-38.5% | $56,077-67.4% | $80,925-77.4% |
| Participation rate | 88.9% | 41.7%+47.2pp | 52.5%+36.4pp | 67.7%+21.2pp |
| Annual return | 12.02% | 35.30%-23.3pp | 1709.28%-1697.3pp | 35.65%-23.6pp |
| Employer contribution / active EE | $3,596 | $671+435.9% | $1,040+245.7% | $2,756+30.5% |
| Participant deferral / active EE | $2,968 | $1,228+141.6% | $1,954+51.9% | $4,299-31.0% |
| Admin fee / account holder | $829 | $2,432-65.9% | $2,825-70.7% | $6,940-88.1% |