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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 | $17,580 | $29,733-40.9% | $56,025-68.6% | $80,959-78.3% |
| Participation rate | 87.5% | 41.7%+45.8pp | 52.5%+35.0pp | 67.7%+19.8pp |
| Annual return | 12.75% | 35.28%-22.5pp | 1712.69%-1699.9pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,661 | $672+296.1% | $1,042+155.5% | $2,757-3.5% |
| Participant deferral / active EE | $2,339 | $1,229+90.3% | $1,955+19.7% | $4,300-45.6% |
| Admin fee / account holder | $1,980 | $2,434-18.6% | $2,828-30.0% | $6,925-71.4% |