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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 | $29,733-22.2% | $56,025-58.7% | $80,959-71.4% |
| Participation rate | 87.8% | 41.7%+46.0pp | 52.5%+35.2pp | 67.7%+20.1pp |
| Annual return | 16.78% | 35.28%-18.5pp | 1712.69%-1695.9pp | 35.67%-18.9pp |
| Employer contribution / active EE | $3,363 | $672+400.7% | $1,042+222.9% | $2,757+22.0% |
| Participant deferral / active EE | $1,724 | $1,229+40.2% | $1,955-11.8% | $4,300-59.9% |
| Admin fee / account holder | $710 | $2,434-70.8% | $2,828-74.9% | $6,925-89.7% |