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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 | $34,151 | $29,716+14.9% | $56,077-39.1% | $80,925-57.8% |
| Participation rate | 98.1% | 41.7%+56.4pp | 52.5%+45.6pp | 67.7%+30.5pp |
| Annual return | 19.07% | 35.30%-16.2pp | 1709.28%-1690.2pp | 35.65%-16.6pp |
| Employer contribution / active EE | $3,544 | $671+428.2% | $1,040+240.7% | $2,756+28.6% |
| Participant deferral / active EE | $2,239 | $1,228+82.3% | $1,954+14.6% | $4,299-47.9% |
| Admin fee / account holder | $596 | $2,432-75.5% | $2,825-78.9% | $6,940-91.4% |