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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 | $23,067 | $28,624-19.4% | $53,647-57.0% | $82,637-72.1% |
| Participation rate | 96.6% | 47.3%+49.3pp | 56.3%+40.3pp | 68.1%+28.6pp |
| Annual return | 22.98% | 664.98%-642.0pp | 358.33%-335.4pp | 53.51%-30.5pp |
| Employer contribution / active EE | $1,264 | $637+98.5% | $962+31.4% | $2,552-50.5% |
| Participant deferral / active EE | $2,269 | $1,196+89.7% | $1,813+25.2% | $4,126-45.0% |
| Admin fee / account holder | $1,204 | $2,022-40.4% | $2,460-51.1% | $7,339-83.6% |