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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 | $25,109 | $29,736-15.6% | $56,033-55.2% | $80,935-69.0% |
| Participation rate | 96.3% | 41.7%+54.6pp | 52.5%+43.8pp | 67.7%+28.6pp |
| Annual return | 16.39% | 35.28%-18.9pp | 1711.38%-1695.0pp | 35.66%-19.3pp |
| Employer contribution / active EE | $3,486 | $671+419.2% | $1,041+234.9% | $2,757+26.5% |
| Participant deferral / active EE | $3,570 | $1,228+190.7% | $1,954+82.7% | $4,299-17.0% |
| Admin fee / account holder | $380 | $2,434-84.4% | $2,827-86.6% | $6,924-94.5% |