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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 | $15,773 | $29,736-47.0% | $56,033-71.8% | $80,935-80.5% |
| Participation rate | 94.5% | 41.7%+52.8pp | 52.5%+42.0pp | 67.7%+26.9pp |
| Annual return | 15.73% | 35.28%-19.5pp | 1711.38%-1695.6pp | 35.66%-19.9pp |
| Employer contribution / active EE | $1,111 | $671+65.5% | $1,041+6.7% | $2,757-59.7% |
| Participant deferral / active EE | $2,251 | $1,228+83.3% | $1,954+15.2% | $4,299-47.6% |
| Admin fee / account holder | $2,098 | $2,434-13.8% | $2,827-25.8% | $6,924-69.7% |