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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 | $20,786 | $29,733-30.1% | $56,025-62.9% | $80,959-74.3% |
| Participation rate | 76.9% | 41.7%+35.2pp | 52.5%+24.4pp | 67.7%+9.3pp |
| Annual return | 16.42% | 35.28%-18.9pp | 1712.69%-1696.3pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,190 | $672+77.2% | $1,042+14.3% | $2,757-56.8% |
| Participant deferral / active EE | $2,352 | $1,229+91.3% | $1,955+20.3% | $4,300-45.3% |
| Admin fee / account holder | $677 | $2,434-72.2% | $2,828-76.1% | $6,925-90.2% |