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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 | $13,155 | $29,736-55.8% | $56,033-76.5% | $80,935-83.7% |
| Participation rate | 76.9% | 41.7%+35.2pp | 52.5%+24.4pp | 67.7%+9.3pp |
| Annual return | 14.75% | 35.28%-20.5pp | 1711.38%-1696.6pp | 35.66%-20.9pp |
| Employer contribution / active EE | $2,522 | $671+275.7% | $1,041+142.3% | $2,757-8.5% |
| Participant deferral / active EE | $1,593 | $1,228+29.7% | $1,954-18.5% | $4,299-62.9% |
| Admin fee / account holder | $1,014 | $2,434-58.3% | $2,827-64.1% | $6,924-85.3% |