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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 | $18,553 | $28,624-35.2% | $53,647-65.4% | $82,637-77.5% |
| Participation rate | 88.0% | 47.3%+40.7pp | 56.3%+31.7pp | 68.1%+19.9pp |
| Annual return | 17.35% | 664.98%-647.6pp | 358.33%-341.0pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,018 | $637+59.8% | $962+5.8% | $2,552-60.1% |
| Participant deferral / active EE | $3,304 | $1,196+176.2% | $1,813+82.2% | $4,126-19.9% |
| Admin fee / account holder | $1,191 | $2,022-41.1% | $2,460-51.6% | $7,339-83.8% |