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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 | $43,552 | $29,716+46.6% | $56,077-22.3% | $80,925-46.2% |
| Participation rate | 78.4% | 41.7%+36.7pp | 52.5%+25.9pp | 67.7%+10.7pp |
| Annual return | 13.97% | 35.30%-21.3pp | 1709.28%-1695.3pp | 35.65%-21.7pp |
| Employer contribution / active EE | $697 | $671+3.8% | $1,040-33.0% | $2,756-74.7% |
| Participant deferral / active EE | $3,252 | $1,228+164.7% | $1,954+66.4% | $4,299-24.3% |
| Admin fee / account holder | $921 | $2,432-62.1% | $2,825-67.4% | $6,940-86.7% |