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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 | $21,985 | $29,716-26.0% | $56,077-60.8% | $80,925-72.8% |
| Participation rate | 97.6% | 41.7%+55.9pp | 52.5%+45.1pp | 67.7%+29.9pp |
| Annual return | 25.11% | 35.30%-10.2pp | 1709.28%-1684.2pp | 35.65%-10.5pp |
| Employer contribution / active EE | $2,857 | $671+325.8% | $1,040+174.6% | $2,756+3.7% |
| Participant deferral / active EE | $2,193 | $1,228+78.5% | $1,954+12.2% | $4,299-49.0% |
| Admin fee / account holder | $918 | $2,432-62.2% | $2,825-67.5% | $6,940-86.8% |