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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 | $12,986 | $29,733-56.3% | $56,025-76.8% | $80,959-84.0% |
| Participation rate | 94.3% | 41.7%+52.6pp | 52.5%+41.8pp | 67.7%+26.6pp |
| Annual return | 15.05% | 35.28%-20.2pp | 1712.69%-1697.6pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,451 | $672+116.1% | $1,042+39.3% | $2,757-47.4% |
| Participant deferral / active EE | $1,846 | $1,229+50.2% | $1,955-5.5% | $4,300-57.1% |
| Admin fee / account holder | $553 | $2,434-77.3% | $2,828-80.4% | $6,925-92.0% |