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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 | $26,453 | $27,936-5.3% | $58,561-54.8% | $75,173-64.8% |
| Participation rate | 92.3% | 38.8%+53.5pp | 50.9%+41.4pp | 67.2%+25.1pp |
| Annual return | 18.02% | 44.21%-26.2pp | 4251.33%-4233.3pp | 160.72%-142.7pp |
| Employer contribution / active EE | $810 | $670+20.9% | $1,053-23.2% | $2,671-69.7% |
| Participant deferral / active EE | $2,874 | $1,202+139.1% | $1,923+49.4% | $4,126-30.3% |
| Admin fee / account holder | $507 | $1,727-70.7% | $2,520-79.9% | $5,651-91.0% |