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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 | $23,183 | $27,924-17.0% | $58,544-60.4% | $75,181-69.2% |
| Participation rate | 93.9% | 38.8%+55.0pp | 50.9%+43.0pp | 67.2%+26.7pp |
| Annual return | 21.68% | 44.20%-22.5pp | 4249.56%-4227.9pp | 160.69%-139.0pp |
| Employer contribution / active EE | $4,747 | $669+609.4% | $1,053+350.8% | $2,671+77.7% |
| Participant deferral / active EE | $1,344 | $1,202+11.8% | $1,923-30.1% | $4,126-67.4% |
| Admin fee / account holder | $489 | $1,726-71.7% | $2,520-80.6% | $5,650-91.3% |