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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 | $20,663 | $29,736-30.5% | $56,033-63.1% | $80,935-74.5% |
| Participation rate | 98.3% | 41.7%+56.6pp | 52.5%+45.8pp | 67.7%+30.6pp |
| Annual return | 11.23% | 35.28%-24.0pp | 1711.38%-1700.1pp | 35.66%-24.4pp |
| Employer contribution / active EE | $4,021 | $671+498.9% | $1,041+286.3% | $2,757+45.9% |
| Participant deferral / active EE | $1,992 | $1,228+62.2% | $1,954+2.0% | $4,299-53.7% |
| Admin fee / account holder | $1,599 | $2,434-34.3% | $2,827-43.4% | $6,924-76.9% |