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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 | $23,132 | $29,667-22.0% | $56,441-59.0% | $80,874-71.4% |
| Participation rate | 87.8% | 41.7%+46.1pp | 52.5%+35.3pp | 67.6%+20.1pp |
| Annual return | 16.78% | 35.22%-18.4pp | 1704.21%-1687.4pp | 35.62%-18.8pp |
| Employer contribution / active EE | $3,363 | $669+402.5% | $1,039+223.7% | $2,756+22.1% |
| Participant deferral / active EE | $1,724 | $1,227+40.5% | $1,953-11.7% | $4,297-59.9% |
| Admin fee / account holder | $710 | $2,429-70.8% | $2,829-74.9% | $6,935-89.8% |