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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 | $21,515 | $29,736-27.6% | $56,033-61.6% | $80,935-73.4% |
| Participation rate | 90.3% | 41.7%+48.6pp | 52.5%+37.8pp | 67.7%+22.7pp |
| Annual return | 17.78% | 35.28%-17.5pp | 1711.38%-1693.6pp | 35.66%-17.9pp |
| Employer contribution / active EE | $4,708 | $671+601.2% | $1,041+352.3% | $2,757+70.8% |
| Participant deferral / active EE | $2,844 | $1,228+131.5% | $1,954+45.5% | $4,299-33.9% |
| Admin fee / account holder | $827 | $2,434-66.0% | $2,827-70.7% | $6,924-88.1% |