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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 | $41,656 | $29,716+40.2% | $56,077-25.7% | $80,925-48.5% |
| Participation rate | 88.6% | 41.7%+46.9pp | 52.5%+36.1pp | 67.7%+21.0pp |
| Annual return | 12.49% | 35.30%-22.8pp | 1709.28%-1696.8pp | 35.65%-23.2pp |
| Employer contribution / active EE | $2,598 | $671+287.2% | $1,040+149.7% | $2,756-5.7% |
| Participant deferral / active EE | $5,589 | $1,228+355.0% | $1,954+186.0% | $4,299+30.0% |
| Admin fee / account holder | $5,219 | $2,432+114.6% | $2,825+84.8% | $6,940-24.8% |