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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 | $18,827 | $29,736-36.7% | $56,033-66.4% | $80,935-76.7% |
| Participation rate | 90.3% | 41.7%+48.6pp | 52.5%+37.8pp | 67.7%+22.7pp |
| Annual return | 15.44% | 35.28%-19.8pp | 1711.38%-1695.9pp | 35.66%-20.2pp |
| Employer contribution / active EE | $800 | $671+19.1% | $1,041-23.2% | $2,757-71.0% |
| Participant deferral / active EE | $2,723 | $1,228+121.7% | $1,954+39.4% | $4,299-36.7% |
| Admin fee / account holder | $509 | $2,434-79.1% | $2,827-82.0% | $6,924-92.6% |