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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 | $23,231 | $48,570-52.2% | $130,660-82.2% | $72,975-68.2% |
| Participation rate | 98.6% | 58.6%+40.0pp | 71.7%+26.8pp | 69.5%+29.1pp |
| Annual return | 27.42% | 38.63%-11.2pp | 1709.29%-1681.9pp | 81.01%-53.6pp |
| Employer contribution / active EE | $1,152 | $1,334-13.7% | $4,092-71.9% | $2,440-52.8% |
| Participant deferral / active EE | $2,751 | $2,384+15.4% | $3,603-23.6% | $3,608-23.7% |
| Admin fee / account holder | $4,000 | $3,549+12.7% | $5,463-26.8% | $5,124-21.9% |