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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 | $29,716-22.2% | $56,077-58.8% | $80,925-71.4% |
| Participation rate | 87.8% | 41.7%+46.1pp | 52.5%+35.3pp | 67.7%+20.1pp |
| Annual return | 16.78% | 35.30%-18.5pp | 1709.28%-1692.5pp | 35.65%-18.9pp |
| Employer contribution / active EE | $3,363 | $671+401.2% | $1,040+223.3% | $2,756+22.0% |
| Participant deferral / active EE | $1,724 | $1,228+40.3% | $1,954-11.8% | $4,299-59.9% |
| Admin fee / account holder | $710 | $2,432-70.8% | $2,825-74.9% | $6,940-89.8% |